App Guide

Dashboard

An at-a-glance overview of the current month.

• ›Dashboard shows your on-budget balance, Income, and Expenses as header tiles.
• ›The Spending by Category chart sits on the left; Recent transactions are listed on the right.
• ›This tab is read-only — use the other tabs to add or edit data.

Budget

Assign income to categories and track spending against it.

• ›Navigate months: use < / Today / > in the page header.
• ›Assign money: Budget → click a cell in the Budgeted column → type an amount → Enter. Expressions like +100 or *1.1 are supported.
• ›Add a category: Budget → group header → + Add Category → name → Create.
• ›Add a group: Budget → table footer → + Add Group → name → Create.
• ›Set a target: category row menu (⋯) → Set Target.
• ›Per-category rollover (when global rollover is set to Per category): row menu (⋯) → rollover submenu → Carry over / Surplus only / Deficit only / Reset to zero.
• ›Cover overspending: click the To Assign tile → pick a category → Move.
• ›Rename, hide, or delete a category: row menu (⋯) → Edit Category / Hide Category / Delete Category.
• ›Reorder: drag the grip handle on any group or category row.

All Transactions

Record, edit, import, and reconcile every transaction.

• ›Add a transaction: All Transactions → + Add Transaction → fill Date, Payee, Notes, Category, Account, Type, Amount → ✓.
• ›Edit: click a row (or the pencil icon) → adjust → ✓.
• ›Delete: row trash icon → Delete.
• ›Mark cleared: click the circle indicator on the row.
• ›Transfer between accounts: Transfer → choose From, To, Amount, Date → Create Transfer.
• ›Split a transaction: row scissors icon → + Add Part for each split → Update Split.
• ›Reconcile: Reconcile → enter the cleared balance from your bank → Reconcile.
• ›Filter: use Last 3m / Last 12m / All time, or Filter for date, account, category, amount, type, or cleared status.
• ›Search: top search bar (matches payee, category, account, amount, or notes).
• ›Bulk actions: tick row checkboxes → Mark Cleared / Mark Uncleared / Set Category… / Delete.
• ›Import: Import → choose a file (CSV, OFX, QFX, PDF, or YNAB zip) → pick the account → Import.
• ›Export: Export → choose format → Export.

Calendar

A visual cash-flow view, day by day.

• ›Navigate months: < / > in the header.
• ›See a day's activity: click a date cell to jump to All Transactions filtered to that day.
• ›Legend: solid blue = income, solid red = expense, dashed = scheduled.

Scheduled

Recurring transactions like salary, rent, and subscriptions.

• ›Add: Scheduled → + Add Scheduled → Payee / Account / Category / Amount / Type / Frequency (Daily, Weekly, Biweekly, Monthly, Quarterly, Yearly) / Next Due / Notes → Create.
• ›Edit: row pencil icon → adjust → Update.
• ›Pause or resume: toggle the Active switch in the row.
• ›Delete: row trash icon → Delete.

Reports

Saved views of your spending, income, and net worth.

• ›Add a report: Reports → + Add Report → name → Data source (Spending by Category, Income vs Expense, Top Merchants, Net Worth) → Date range → category and account filters → Create Report.
• ›Edit: card pencil icon → adjust → Update Report.
• ›Delete: card trash icon → Delete.

Payees

Clean up payee names and define normalization rules.

• ›Search: top search bar.
• ›Rename: row pencil icon → new name → Rename (updates every matching transaction).
• ›Merge two payees: row merge icon → choose target payee → Merge → optionally Create Rule for future imports.
• ›See a payee's transactions: click the payee name to jump to All Transactions filtered to that payee.
• ›Add a normalization rule: + Add Rule → Match Type (Exact, Contains, Starts with, Regex) → Pattern → Replacement → Add Rule.
• ›Reorder rules: drag the grip handle — first match wins.

Income Sources

Track where your income comes from.

• ›Add: Income Sources → + Add → name → Group → Create.
• ›Rename: row pencil icon → Rename.
• ›Hide or show: row eye icon.
• ›Delete: row trash icon → optionally pick a source to reassign existing transactions to → Delete.
• ›Convert to a refund tag: row menu → Remove as income source.
• ›Reorder: drag the grip handle.

Accounts & Sidebar

Account management lives in the left sidebar on every page.

• ›Add an account: sidebar footer → Add Account.
• ›Add an account group: sidebar footer → Add Account Group.
• ›Per-account actions: account row menu (⋯) → Edit / Reconcile / Move to Group / Hide / Close Account / Delete.
• ›Restore hidden or closed accounts: expand Hidden Accounts or Closed Accounts → Unhide or Reopen.
• ›Manage budgets: top of sidebar → Manage Budgets → New Budget / Import Budget / Export (YNAB4 or nYNAB JSON) / Rename / Delete.

Settings

Tailor the app. Each subsection on the Settings page is a collapsible card.