How to use the app, create a new database, choose currencies, create accounts, categories and transactions.
When you run the application for the first time, it prompts you to open a demo database. We recommend to use this database to learn the application interface.
A new file creation
The application can work with unlimited number of databases. You can create separate files for family budgeting, company accounting, personal finances, and so on. To create a new database, click "New" button in the File menu.
Select the folder where the file will be stored (for example, Documents). Enter the name of the new file and click Save. The new base is ready.
The first step is to choose the cureencies which we need. The list contains all currencies of the world, cryptocurrencies and precious metals. Let's find Bitcoin. Right-click to activate the currency. Now Bitcoin is in the list of active currencies, but it still needs to be configured.
Double-click on a currency to open its properties. The code is needed for downloading exchange rates. Let's enter a nice symbol (it can be copied from Wikipedia) and set the number of decimal places to the maximum. Also you can add your own currencies to keep track of some other things like petrol. Finally, choose a default currency and hide the inactive currencies.
Creation of accounts
An account in the program reflects an actual bank account or other places where money is kept: wallet, credit card, PayPal and so on. Let's add some accounts. Enter the name of the account, select the icon and currency, and enter the opening balance if needed. Accounts may be grouped, which is very convenient if you have a large number of accounts. Let's create a group and move some accounts into it. Similarly, you can change the order of accounts.
The concept behind the program lies in grouping expenses and income into categories. This is useful because one can see where money is going and how much is spent at a single glance. You can create as many categories as you need. Each category can have subcategories, which, in turn, their subcategories and so on.
There are already several typical categories in the list. Let's delete the categories that we don't need and add our own. Choose an icon and enter the name of the new category. After creation, move the category to the right place.
Additionally, expenses can be grouped by family members, payee, projects and assigned special tags. No need to create all categories at once, you can do it as needed.
The basic settings are done and you can proceed to the entering data. Let's add some transactions. To create a new transaction, click "+" button. There are three types of transactions: expense, income or transfer from one account to another. Enter the transaction description, amount and select a category.
There are several useful tools to speed up data entry. You can copy any transaction. Type first few letters and select a transaction from the list and the program fills the form automatically. Scheduled transactions are created automatically. Adjust the schedule if needed.