Transactions

Adding a new transaction

To add a new transaction, go to the Transactions page and click the button in the upper right corner. Then fill up the form with the transaction details:

Field	Description
Date*	The date of the transaction
Description*	A short description of the transaction
Account**	The account used for the transaction
Category	A label for categorizing the transaction
Amount***	The transaction amount (can be positive or negative)

*Required fields
** If the account you want to choose is not in the menu, you have to create it first in the accounts page.
*** If the amount is negative, use a minus sign (e.g. -99.99). If it is positive, there is no need to use the plus sign.

After filling up the form, press enter or click the check sign at the top to submit it.
Adding a new transaction will automatically update the account balance.

Editing a transaction

Click on an item on the list, then click the button on the upper right corner. Press enter or click the check sign at the top to save the changes.
Editing a transaction will also automatically update the account balance.

Deleting a transaction

Click on an item on the list, then click the button on the upper right corner.
The account balance is updated accordingly.

Exporting transactions

To export the list into a CSV file, click on the button at the top of the list, then choose download as CSV.
Only the transactions displayed on the list will be exported.

Importing transactions

To import data from a CSV file, click on the button at the top of the list, choose import from CSV, and upload your file.
Make sure that your CSV file is valid by following the displayed instructions.

Subscriptions

Adding a new subscription

Go to the Subscriptions page, click the button in the upper right corner and fill up the form with the subscription details:

Field	Description
Name*	The name of the subscription
First billing date*	The first billing date of the subscription
Cycle*	The billing cycle of the subscription (monthly or yearly)
Account**	The account used for the subscription
Category	A label for categorizing the subscription
Amount***	The subscription amount (can be positive or negative)

*Required fields
** If the account you want to choose is not in the menu, you have to create it first in the accounts page.
*** If the amount is negative, use a minus sign (e.g. -99.99). If it is positive, there is no need to use the plus sign.

After filling up the form, press enter or click the check sign at the top to submit it.

Editing a subscription

Click on an item on the list, then click the button on the upper right corner. Press enter or click the check sign at the top to save the changes.

Deleting a subscription

Click on an item on the list, then click the button on the upper right corner.

Exporting subscriptions

To export the list into a CSV file, click on the button at the top of the list, then choose download as CSV.
Only the subscriptions displayed on the list will be exported.

Importing subscriptions

To import data from a CSV file, click on the button at the top of the list, choose import from CSV, and upload your file.
Make sure that your CSV file is valid by following the displayed instructions.

Additional notes

• The next billing date of the subscription is anchored based on the first billing date and the billing cycle. For example, if the first billing date is March 30 and the cycle is monthly, the next billing date will be April 30.
  If the next billing date falls beyond the scope of the month (e.g. there is no April 31), the date will be set on the last day of the month instead (April 30).
• Unlike transactions, the account balance will not be automatically updated whenever a subscription approaches its billing date. You will have to create a transaction upon successful payment of a subscription to register it in the system.

Accounts

Adding a new account

Go to the Accounts page, click the button in the upper right corner and fill up the form with the account details:

Field	Description
Name*	The name of the account
Type*	The account type (e.g. checking, savings)
Amount**	The initial account balance (can be positive or negative)

*Required fields
** If the amount is negative, use a minus sign (e.g. -99.99). If it is positive, there is no need to use the plus sign.

After filling up the form, press enter or click the check sign at the top to submit it.

Editing an account

Click on an item on the list, then click the button on the upper right corner. Press enter or click the check sign at the top to save the changes.

Deleting an account

Click on an item on the list, then click the button on the upper right corner.

Exporting accounts

To export the list into a CSV file, click on the button at the top of the list, then choose download as CSV.

Importing accounts

To import data from a CSV file, click on the button at the top of the list, choose import from CSV, and upload your file.
Make sure that your CSV file is valid by following the displayed instructions.

Statistics

Charts

There are two charts to help you visualize your transactions: The categories chart shows the transactions within each category.
The activities chart shows the income and expenses for each day of the month, or each month of the year.

Choosing the displayed data

On the categories tab, you can change the date and account filters on the left side of the list.
On the activities tab, the filters are on the upper right side of the chart.

Settings

Changing the settings

Here are the different settings you can customize:

Setting	Description
Currency*	The currency symbol used in the transactions
Date format	The format in which the dates are displayed
Theme	Determines the color palette of the app (light or dark)

*Can be a symbol ($, €, kr) or a three-letter currency code (USD, EUR, NOK).
Make sure to click on the apply changes button to save your preferences.