Link a spend to an event

When you create or edit an event, you will find the Add a spend for this event button in the window's Event note tab, right below Link Note. Click it and a new transaction form opens on the Finance page, with the event's name and date already filled in. If the event is new, it is saved first and the form opens right after. If an existing event has unsaved changes, you are asked first: choose Save and add spending and your changes are saved, then the form opens with the new name and date. For a recurring event, save your changes yourself first; if you continue without saving, the spend is added with the event's saved name and date.

The form opens with the event's name and date, and the type is already set to Expense. Type the amount, pick a Category and a Wallet if you like, then press Save. The link stays even if you change the name. You won't see a separate link field in the form; the link is set up in the background and the transaction is added to the Finance page. You can link as many transactions to the same event as you need.

Once you save, a small spend row appears on the event's card in the calendar's month and week views: the amount and the transaction's name, for example −$240.00 · Team dinner. If several transactions are linked to the event, the first one shows along with how many more there are (such as +1). Click the row and the event window opens; the linked spends are listed there too, and the × next to each one removes the link. On a phone, the cards are too small for this row, so the spend shows up in that day's money total instead.

In the Transactions table on the Finance page, a transaction linked to an event shows a small badge with a calendar icon and the event's name, right next to the transaction's name. Click the badge and a short preview of the event opens: its name, date and time. From there, Open in calendar or Edit takes you to the calendar and opens the event window. If you delete the event, the transaction stays in Finance and only the badge disappears; restore the event from the Trash and the badge comes back too.