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
Net Transfers By Category
Income By Category
6) Budget vs Actual
Selecting a month auto-sets Analytics range to that full month.
Monthly budgets compare against Expense totals for the selected month.