Wallet

A wallet is a container for a money balance. You can create as many wallets as you'd like to represent

  • your physical cash in your physical wallet
  • your checking account
  • your savings account
  • your credit card
  • an online payment service like Paypal, Venmo, etc. with a balance

Every transaction and transfer is tied to a wallet (the money has to come from somewhere).

Total Wallet

The app has a special wallet called "Total". This wallet can't be used in transactions and it can't be deleted. It just represents the sum of all your wallets. This can be useful in reports when you want a picture of all your finances.

Changing wallets

Select a wallet from the top of the app's left menu by clicking on its icon. This will change the app's UI by filtering the transactions and transfers that are shown. This will also become the default wallet for new transactions.

Creating a Wallet

Open the app's left menu by swiping from the left or tapping the burger icon. The wallets appear in the top section. Tap the downward arrow to expand the menu. Tap the "+ New wallet" menu item.

  1. Give the wallet a name and optionally customize the icon.
  2. Choose the currency (default US Dollar), or create your own.
  3. Give it an initial amount based on its real balance when you start tracking.
  4. You can write a note to yourself about the wallet.
  5. You can also choose whether this wallet will count for the Total. If you uncheck this option, all transactions and transfers to this wallet won't appear under the Total wallet.

Edit the wallet

Open the app's left menu, tap on the downward arrow in the top section to expand the wallet menu, then tap "Manage wallets". You can tap on a wallet in the list and then the edit button (a pencil) in the top right corner.

Change the order of the wallets

The app's left menu has a quick switcher for wallets, but only shows the 3 most recent ones. To change their order, tap on the downward arrow, "Manage wallets," then the sort button in the top right corner. You can drag and drop them to rearrange.