Personal Finance v0.6 · Combined Categories

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Add transaction

Record an expected transaction, then fill in actual details when it happens.

Transaction details

Description

Type

Category | Subcategory

Accounts & ownership

Ownership

From account

To account

Money is subtracted from the From account and added to the To account.

Dates

Estimated date

Actual date (optional)

Amounts

Estimated amount (CAD)

Actual amount (CAD) (optional)

Transactions

Accounts

Opening balance is the balance as of the selected date. Credit cards and loans can use a negative balance for amounts owed.

Add account

Account name OwnershipAccount type Institution (optional) Opening balance (CAD) Balance date Active

Categories

Edit categories and subcategories here. Deactivate old entries to preserve reporting history.

Add category

Category name Icon (emoji) Display order Active

Add subcategory

Parent category Subcategory name Display order Active