Instructions

Preferences

under your name on the right menu

Light or dark Mode

...

Timeline

Set your limits and the active period. You can also set the active period using the sliders in the menu

Currency

Set the currencies you want to see when working with transactions

Prefered Currency

Select the your default value

Config

...

Account Hosts

Create hosts. Ex: you for cash, your bank for checking, your employer for pay and benefits

Accounts

Create your accounts

Account Categories

These categories are used for the timeline graph. You can create one for retirement account, investments, frequently used...

Categort types

Qualifies categories and subcategories. Ex: revenue, expenses, savings

Categories

Used with subcategories to qualify transactions

Vendors

...

Templates

Allows for transaction templates associated with vendors to speed up transaction creation. Ex: bagel shop, category:food subcategory:groceries source account:credit card

Categories

Everything that repeats itself from yearly tax payment to coffee every workday. Choose repetition pattern, use the checkboxes to block/allow times lots. You can put tuitions every month and remove the summer months. All the check boxes apply all the time, regardless of the configured repetition pattern. Once you save, individuals transactions will be created. If you are modifying a recurring event, every unverified and "no receipt" transactions associated will be deleted and recreated. If you change the repeat pattern, old verified transactions will stay but new transactions could look like duplicate. To avoid this, you can set the start of the repeat pattern to the point after your verifications are done, typically today.

Statements

Designed to verify credit card statements