Skip to main content

Core Workflows

Use these workflows for day-to-day finance tracking.

Track Monthly Expenses​

  1. Open Expenses.
  2. In the New Expense dialog, use the Periodic tab for fixed costs (monthly, quarterly, yearly, every N months, and so on).
  3. Use the Daily tab for variable spending on a specific date.
  4. Assign categories for reporting quality.
  5. Switch the dashboard calculation view between Reserve (non-monthly bills spread per month) and Cashflow (what is actually due this month).

Track Income​

  1. Open Income.
  2. Add recurring salary or regular income.
  3. Add one-time income items when needed.
  4. Verify totals on the dashboard.

Manage Accounts​

  1. Create one account per real-world bank account.
  2. Set a realistic starting balance.
  3. Use transfers for account-to-account movement.
  4. Review account-level forecast in detail pages.

Plan for Infrequent Bills​

  1. Add quarterly, semiannual, yearly, or every-N-months bills as periodic expenses.
  2. Open Reserves to see the monthly rate for each bill.
  3. Choose the reserve account and enter its current reserve balance.
  4. Create a recurring transfer to the reserve account for the monthly total.
  5. Correct the balance on the Reserves page whenever it differs from reality.

Check the Month Ahead​

  • Open Overview for the payment calendar, active subscriptions, fixed costs, reserves, and the 3-month forecast.
  • Open the notification menu for Insights about unusual spending.

Import Transactions from CSV​

  1. Open CSV Import.
  2. Select the target account and upload your bank export.
  3. Resolve conflicts, review staged rows, and confirm import.

Use Analytics​

  • Compare categories over time
  • Review monthly cashflow trends
  • Validate assumptions before setting budgets

Use the AI Assistant​

Past conversations are kept in the chat history sidebar. See AI Assistant.

  • Ask for account and spending summaries
  • Search for specific transactions quickly
  • Use prompts to speed up repetitive finance checks

Scan a Receipt​

  1. Open Receipt Scanner.
  2. Upload a JPG or PNG receipt.
  3. Review extracted fields.
  4. Save the expense and confirm the receipt appears as an attachment.

Review Documents​

  1. Open Documents.
  2. Search or filter the library.
  3. Preview images and PDFs before downloading or deleting files.

Connect Other Tools​

  1. Create an API token in Settings.
  2. Call the read-only REST API from tools such as Home Assistant.