How local PDF statement extraction works.

Correct categories and teach merchant rules.

Cash Flow explains what came in, what went out and what remains across tracked simple accounts. It is…

Create lightweight cash or credit-card accounts with only the information needed for balances and transaction context. Avoid storing…

Manual entry is best for occasional income, expenses and transfers. Transaction type controls which categories are relevant.

Import a supported statement, map it to the correct simple account and review uncertain rows before relying on…

Needs Review contains imported transactions whose classification requires confirmation. Similar descriptions can be reviewed together and remembered for…

Select similar rows, choose the correct type and category, and apply the decision together. Use remembered rules only…

Income and expense categories are intentionally different. Transfers are not spending. Categories drive spending-mix and period analytics.

A transfer moves money between accounts or settles another balance. It should not inflate income or spending simply…

Purchases create spending when the purchase transaction is recorded. Paying the card is normally a transfer or balance…

Card outstanding is a tracked balance, not period spending. It provides balance-sheet context and should not be added…

For the selected period, Income sums income transactions, Spending sums expense transactions, and Net Cash Flow is Income…

Period controls change which transactions contribute to income, spending and category analysis. Account balances remain point-in-time values.

Imports should use stable transaction characteristics to reduce duplicates. Always review an import when the same statement or…

Use transaction actions to correct or remove a row. Editing a transaction changes analytics that depend on its…

Use Start Clean only when you intentionally want to remove Cash Flow data and rebuild the module. This…