Welcome to Demo Mode! Data resets every 60 minutes.
How to use this page
Managing Records
- Add: Click "Add Transaction" to record a new income or
expense.
- Edit: Click the pencil icon to modify a record.
- Duplicate: Click the file icon to copy a transaction.
- Delete: Click the trash icon to remove a record.
Filtering & Exporting
- Filter: Use the "Filters" section to search by date, type,
category, or amount.
- Export: Click "Export CSV" to download your filtered
results for external analysis.
Tips
- Use Envelopes for budgeting expenses.
- Use Subcategories for detailed tracking.
- Smart Suggestions: The app learns your category
associations over time.
| Date |
Type |
Envelope / Payee |
Subcategory / Source |
Notes |
Amount |
Cur |
Base Amt (USD) |
Actions |
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