Long-press for quick actions

Long-press any transaction card for a menu: edit, delete, convert to a transfer, convert income to a refund, attach a debt and more, without opening the full edit form.

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  • Free, no account
  • Works offline
  • Source-available
Budgie transaction list with a context menu on one card offering edit, convert to transfer, attach debt and delete

Every change starts on the list

Five screens: the press that opens the menu, the actions behind it, a transfer finished in one screen, and a refund linked to the purchase it reverses.

  1. Press and hold a row

    The menu opens anchored to the card you pressed, and the rest of the list dims behind it.

  2. Up to eight actions, no form

    Edit, convert to refund, convert to transfer, start a deposit, pay in parts, attach a debt, delete, or revert — every one of them starts from the list, and each row shows only the ones that fit it.

  3. One screen to finish it

    Convert to Transfer opens with the amount already carried over. Pick the account on the other side and you are back on the list.

  4. A refund is not income

    Counting a merchant refund as earnings inflates every income report you run. Long-press the income row, choose Convert to Refund, and Budgie lists the expenses it could be reversing — same currency, any account, and never smaller than the refund itself.

  5. Link it to what it reverses

    Pick the expense and convert. The refund stops standing on its own: it attaches to that purchase, the expense is marked Refunded, and analytics counts the purchase net of what came back — under its original category, not as new income. Tap Revert on the refunded transaction to pull the two rows apart again.

Budgie transaction list with a context menu on one card offering edit, convert to transfer, attach debt and delete
Hold any transaction card
The menu opens right there
Convert it to a transfer
Budgie convert to transfer screen with the amount prefilled and the account picker open over the from and to selectors
The amount carries over
Pick the destination account
Budgie Convert to Refund picker listing same-currency expenses with a search field and a disabled Convert button
Likeliest match sorted first
Search by merchant or account
Budgie Convert to Refund picker with one expense row selected and checked, and the Convert button now enabled
Pick the expense it reverses
Convert enables on selection
  1. Hold any transaction card
  2. The menu opens right there
  3. Convert it to a transfer
  1. The amount carries over
  2. Pick the destination account
  1. Likeliest match sorted first
  2. Search by merchant or account
  1. Pick the expense it reverses
  2. Convert enables on selection

Everything you do to a transaction

Up to 6

actions behind one long-pressNot every action shows on every transaction. A single expense can show six.

Only

the actions that fit the rowRefund shows for income, deposit for expenses.

One

press and hold to open itThe menu opens next to the card you pressed.

One short menu, right at the card

Pick an action without leaving the list. Delete always comes last.

  1. Edit it straight from the list
  2. Convert it to a transfer here
  3. Delete sits last, marked in red
Budgie context menu with Edit Transaction, Convert to Transfer, Attach debt and a red Delete Transaction

What you get

Act straight from the list

Start any action from the list — long-press the row, then pick it

Only actions that apply

Context-aware menu — actions adapt to the transaction so you never see an option that does not apply

One-handed, no extra screens

Gesture-driven flow — one-handed, no toolbar hunting, no extra navigation layer

Everything included

  • One menu on every platform — no full-screen form to open first

The details

For when you want to know exactly how it behaves.

Actions belong on the list

Editing a transaction in most expense apps means opening a detail screen, then an edit button, then a form. Common operations like deleting a duplicate or reclassifying an expense as a transfer should not cost that much. Budgie puts them behind a single long-press anchored to the transaction card itself.

The menu opens next to the card you pressed, with no full-screen form to open first. The same menu opens on every platform.

Guides on the blog

Questions

How do I open the menu?

Press and hold any transaction card. Budgie's own menu appears next to the card.

What actions are available?

Edit, Convert to Refund, Convert to Transfer, Start Deposit, Pay in parts, Attach Debt, Delete, and Revert. The exact set depends on the transaction — only income can become a refund, and Revert appears instead of Delete on merged or refunded rows.

Can I customize the menu?

Not yet. The menu surfaces the most common actions; let us know on GitHub if you want a custom slot.

Does this work on iPad?

Yes — the same popover menu opens on iPad, iPhone, and Android; there is no separate iPad presentation.

Ready to take Budgie for a spin?

Join the waitlist — be first to try the offline-first expense tracker.