The Register

The register is the heart of Doric — the running list of every transaction across your accounts. It's where you add transactions, categorize them, assign payees, and clean up your books. This guide covers the day-to-day work; everything here happens instantly on your local machine.

Getting there

The register is the first thing Doric opens to. You can always come back to it with the Register icon at the top of the left sidebar.

Reading the register

Each row is one transaction, with columns for Date, Description, Payee, Account, Category, and Amount. You can reorder, resize, and show or hide columns to taste — an optional Clr (cleared) column is available for reconciling, for example.

Amounts are signed: money in is positive, money out is negative. A transaction that hasn't been categorized yet lands in Uncategorized Income or Uncategorized Expense so it's never lost — the register makes those rows easy to spot so you can clear them out.

One register for everything: unlike most accounting software, which makes you open one account's register at a time, Doric shows every account together by default — a single master list of all your activity. Filter down to one account (or a few) whenever you want to; the whole picture is just the starting point.

Filtering and finding transactions

The Filters panel down the left of the register narrows what's shown — and because everything is local, results update instantly as you go. You can filter by:

Account — one or more accounts, with an Include children option to roll in sub-accounts.
Description — free-text search across transaction descriptions.
Date — a single date or a from/to range (toggle between the two).
Amount — an exact amount or a min/max range.
Category and Payee — search-and-select, again with Include children for categories.
Type — Exp, Inc, Xfer, and Jrnl (expenses, income, transfers, journal entries).
Cleared — All, Cleared, or Uncleared.
Suggested — All, Hide auto, or Auto only, to focus on (or away from) auto-categorized rows.
A one-click Uncategorized toggle, and an Import batch filter to isolate a single import.

When any filter is active, a Clear button appears at the top of the panel to reset everything. The stats line above the table always reflects what you're looking at — how many transactions match and how many are still unreviewed.

That same stats line has three buttons for moving around a long register without endless scrolling: ↑ Top jumps to the very start of the list (your oldest transactions), ↓ Bottom jumps to the most recent, and → Jump opens a little date picker that takes you straight to a specific date. Doric loads transactions in batches as you go, so these always land you in the right place even in books with years of history.

Need more room for the table? Collapse the whole panel with the handle on its edge. The account picker doesn't disappear when you do — it moves to a compact bar at the top of the register, so you can still switch which account (or accounts) you're viewing at any time.

Saving a view

Set up a filter combination you use often — say, "uncategorized expenses this year" — and click Save current… to name and keep it. Saved searches appear in the panel; click one to apply it instantly, or the × to remove it. Mark one as the default with its star, and those filters load automatically whenever you open the register.

Adding a transaction

At the very bottom of the register is a permanent quick-add row. Fill it in left to right:

Choose a type — Expense, Income, or Transfer.
Set the date and a description.
Optionally pick a Payee, choose which account it belongs to, and a category.
Enter the amount, then click Add.

The payee, account, and category fields are search-as-you-type pickers — start typing and Doric narrows the list. For anything more involved — splitting one transaction across several categories, for instance — click the ··· (more options) button in the quick-add row to open the full transaction editor.

Tip: most of your transactions won't be typed in by hand at all — you'll bring them in from your bank through the Import view (or, for Doric Cloud subscribers, sync them automatically from Bank Feeds). The register is where you review and tidy them afterward.

Categorizing and assigning payees

Click a transaction's Category cell to open the category picker, type to find the category you want, and select it. The same goes for the Payee cell. Changes save immediately — there's no separate "save" step.

Approving suggestions

Doric does most of the categorizing for you. Based on your rules, your payees' learned defaults, and imported bank categories, it suggests a payee and a category for many transactions. Suggestions are shown, not applied — nothing is committed to your books until you approve it, so you stay in control.

A suggested payee appears in your accent color, and a small ✓ button sits on the cell that has a suggestion. To accept:

Click the ✓ button on the payee or category cell, or
Select a cell and press Enter to approve just that cell's suggestion, or
Press Space while anywhere in the row to approve both the payee and category at once — whether the row has one suggestion or two.

Tip: Space is the fast path. Move down a stack of imported transactions and tap Space on each to accept both suggestions in one keystroke; use Enter when you only want to accept one side and edit the other.

Teaching Doric as you go

When you categorize a transaction that has a payee, Doric may offer to remember the pairing with a small prompt — for example, Always suggest "Expenses : Groceries" for Whole Foods expenses? Click Yes and Doric will suggest that category for that payee from then on; click Skip to leave it as a one-off. This is how Doric gets faster the more you use it — a few approvals early on mean most future transactions arrive already suggested.

Marking a transfer

Money moving between your own accounts — moving cash to savings, or paying a credit-card bill — isn't income or an expense, it's a transfer. To mark one, open the Category picker and choose ⇄ Transfer to another account…, then pick the destination account. Doric records both sides of the movement on the one transaction, so it isn't counted as spending.

If you also import the other account, that same movement shows up a second time, and Doric lets you link the two so it's only counted once. Transfers have a few wrinkles worth understanding — including how credit-card payments are handled and when you do and don't need to link — so they get their own dedicated guide.

Journal entries

For adjustments that don't fit the income/expense/transfer mold — depreciation, an accountant's year-end entry, moving a balance between accounts — use a manual journal entry. Click Journal Entry in the register toolbar to open the editor.

Give it a date and a memo, then add a line for each account the entry touches with + Add Row, choosing the account and entering an amount on each. A running Balance indicator at the bottom keeps a live total: a journal entry has to balance to zero before Doric will let you save it, so the money you move out of one account always matches what moves into another. Click Save when it balances.

Tip: journal entries show up in the register like any other transaction — filter to Jrnl to list them — and you can click one open to edit or delete it later.

Working with several at once

Tick the checkbox on the left of any rows (or use the header checkbox) and a bulk action bar appears above the register. From there you can:

Approve Categories, Approve Payees, or Approve Both — accept the suggestions on every selected row in one click.
Clear Suggestions — dismiss the suggestions on the selected rows.
Payee… — assign the same payee to all selected transactions.
Category… — categorize them all at once (transfers and split transactions are skipped, and Doric tells you how many).
Link as Transfer — appears when you select exactly two matching transactions on different accounts, and links them as the two halves of one transfer.
Delete — remove the selected transactions.

Click Deselect to clear the selection and hide the bar.

Deleting transactions

To delete a single transaction, select its row and press Ctrl + Delete; to delete several, select them and click Delete in the bulk bar. Doric asks you to confirm first. If any of the transactions have been reconciled, Doric warns you that deleting them will invalidate your reconciliation balance before you go ahead.

Where to go next

Bringing transactions in is covered in the Import guide, and once your books are in shape, Reports turn them into a profit & loss, balance sheet, and spending breakdowns.