📖 Why Link?
Modules become far more useful when connected: a bank transaction that points at the expense it paid for, a receipt line tied to the expense it justifies, an asset that knows its purchase expense. Links turn separate lists into one connected picture, so you can navigate from any record to everything related to it.
🕸️ What Can Be Linked
- Bank transactions → expenses, income, subscriptions, ongoings, receipts, and transfers to other accounts (see Accounts)
- Receipt lines → expenses (see Receipts)
- Subscriptions / Ongoings → the expenses that represent their payments, including generated future estimates
- Assets → running-cost expenses and the purchase receipt
- Depreciation items → the original purchase expense
- Expenses → budget items, for budget progress tracking
🪞 How Links Are Stored
Every link is recorded in both files involved, so each side can see what points at it without scanning every other file. Links travel with the files: a shared file's links remain visible to its owner and to you.
✂️ Unlinking
Removing a link (e.g. the unlink button on a linked expense row, or deleting an allocation) removes it from both sides. The linked records themselves are not deleted, only the connection.
🛠️ Rebuild Link Index
Files created before record linking was introduced have their links stored only on one side. System Settings → Data → Rebuild link index scans your files and backfills the registry. It's safe to run repeatedly; existing links are left alone.
🔍 Verify Links
If a file a link points at gets unshared or trashed, the link becomes dead. Verify links… appears in every module's long-press menu (for a whole file) and on a transaction's ⋮ menu (for a single record). It checks each linked file and offers to remove the link, but only once Google definitively confirms the target is gone. A temporary error (e.g. a network hiccup) never offers removal, so a link is never dropped by mistake.
💱 Cross-Currency Links
Linking records between files with different base currencies prompts for a conversion, and the created record is flagged with its source currency so you can review the exchange rate later. See Multi-currency.