1) Reconciliation Controls
2) Accounts
CSV format for uploads: Date, Description, Amount.
3) Categories
4) Transactions
0 RowsUse negative amounts for cash out and positive amounts for cash in.
| Date | Description | Account | Type | Amount | Category | Actions |
|---|
5) Analytics
Analytics now includes Expense, Transfer, and
Income category views.
Spending By Category
Spending Trend
Transfers By Category (In / Out / Net)
Income By Category
6) Budget vs Actual
Budgets compare against Expense category spending in the selected analytics date range.