Book your free demo

Discover how our product can simplify your workflow. Schedule a free, no-obligation demo today.

[contact-form-7 id="eed60bd" title="Get a demo - Side Panel"]

Social Media:

GRAYROCK MONEY · TRANSACTIONS

Keep the Details Behind Your Money.

Record income and expenses across your accounts. Keep categories, personal or business classifications, notes and receipts with each transaction so your financial activity is easier to find and understand.

Start with Grayrock Money
Explore Transaction Features
  • Income & expense records
  • Categories & tags
  • Notes & receipts
Grayrock Money transaction tracking history and Add transaction form with categories, classifications and supporting details.
EVERYDAY ACTIVITY, ORGANISED

More Context for Every Transaction.

Keep the amount and the details together, from the account involved to the reason behind the record.

Record Income & Expenses

Add the account, date, amount and name or merchant to create a clear record of money coming in or going out.

Classify Your Activity

Mark transactions as Personal or Business, including activity recorded within a Mixed account.

Add Categories & Tags

Choose a category for the type of income or expense, then add optional tags for extra context.

Keep Supporting Details

Add references, notes and a receipt or document to help explain a transaction when you return to it.

Grayrock Money transaction history showing account activity, categories, tags and separate currency summaries
Add a Transaction

Add a Transaction

Record the amount and keep its supporting details together.

Edit a Transaction

Edit a Transaction

Update a transaction as you review your records.

Choose a Transaction Category

Choose a Transaction Category

Choose a category that describes the income or expense.

Choose an Account Group

Choose an Account Group

Add tags to connect records by project, purpose or other context.

FIND THE RECORD YOU NEED

Review Your Activity. Keep the Details Within Reach.

Bring transaction history from your accounts into one place. Search, filter and sort your records, then open an entry to review or update its details.

Focus Your Review

Use search, date controls and filters to narrow your transaction history to the activity you need.

Update the Details

Edit a transaction when you need to correct its information or add more context.

Keep Currencies Clear

View all currencies, your base currency or a selected currency while amounts retain their original currency.
Explore Accounts & Balances
DIFFERENT DETAILS. CLEAR PURPOSES.

Organise by Type, Purpose and Context.

Categories, classifications and tags describe different parts of a transaction. Use them together to make your records more useful when you review them.

Categories

Describe what the income or expense relates to, such as groceries, utilities or product sales.

Classifications

Identify whether the transaction belongs to your personal or business activity.

Tags

Add context across categories, such as a project, customer or trip. Apply the tags that help you find related records.

A Category Does Not Decide the Classification.
An expense can share a category with other transactions while having a different personal or business purpose. Set the classification separately, then use tags for additional context.
SIMPLE TO RECORD

Build a Clear Record in Three Steps.

1. Enter the Essentials
Choose the transaction type and account, then enter the date, name or merchant and amount.
2. Add the Context
Select a category and classification. Add optional tags, a reference, notes or a supporting receipt.
3. Save and Review
Save the transaction, find it in your history and return to update its details when needed.
Already have transaction records? You can also bring supported files into Grayrock Money through the import workflow. Transactions are entered or imported; there is no automatic bank synchronisation.
QUESTIONS & ANSWERS

About Transactions

Learn how to record, organise and review everyday financial activity in Grayrock Money.

Need Help?

Can I record transactions manually?

Yes. Add a transaction with its type, account, date, name or merchant, amount, category and classification. You can include optional tags, a reference, notes and a receipt or document.

Can I edit a transaction after saving it?

Yes. Open an existing transaction to review and update its details, then save your changes.

What is the difference between categories, classifications and tags?

A category describes the type of income or expense. Classification identifies Personal or Business activity. Tags add optional context, such as a project, customer or trip, and can connect records across different categories.

Can I attach a receipt?

Yes. You can attach a receipt or document when adding or editing a transaction, keeping supporting information with the record.

Can I create categories or tags while working on a transaction?

Yes. The transaction workflow includes options to add categories and create tags, so you can organise a record as you work.

Does selecting my base currency convert the amounts?

No. The currency selection filters the records shown. Transaction amounts remain in their original currencies rather than being automatically converted.

Does Grayrock Money automatically download transactions from my bank?

No. Add transactions manually or import supported files. Grayrock Money does not automatically synchronise transactions with your bank.

START WITH YOUR TRANSACTIONS

Make Your Money Records Easier to Understand.

Keep income, expenses and their supporting details together. Build a clearer record of your personal and business activity with Grayrock Money.

Start with Grayrock Money
Explore Grayrock Money