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Income

Each income source is considered once a month. This will not affect the actual money in your account, it will only affect projections

Name	Amount	Actions

Bills

Each bill is considered to be once a month. This will not affect the actual money in your account, it will only affect projections

Name	Amount	Actions

Allowances

An allowance is a bit of money set aside from your budget each month to spend on a specific item. For example: groceries or clothes.

Name	Amount	Spent	Actions

Transactions

Date	Category	Location	Amount

BALANCE:

Money in account at the start of the month

Start of month:

Discretionary is your total money after all bills and allowances. Simply: income - bills - allowances

Discretionary:

Remaining discretionary is your discretionary minus money that you have spent on discretionary.

Remaining:

The total of all of your income.

Income:

The total of all of your bills.

Bills:

The total of all of your allowances.

Allowances:

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Name: Current Balance:

Create Income

Name: Amount:

Create Bill

Name: Amount:

Create Allowance

Name:

Amount:

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Percent of Income:

New Transaction

Amount: Tags: Location: Date: Note:

Location:

Category:

Tags:

Amount:

Note:

Date: Location: Tags: Amount: Note:

Your Accounts

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Accounts

Each account is a representation of a specific bank account that you have
i.e. checking account, savings account
You may create as many accounts as you like
To create a new account, open the menu and then choose "Add account"
To view and interact with a different account, open the menu and then choose "Switch account"

Transactions

A transaction is a record of any time that you spend money
Any time that you make a purchase you should record it as a transaction
The tag field is an option for you to give labels to transactions. Add a label and it makes it easier to group and search your transactions later
Place a space between each tag you want to add to the transaction
Adding a transaction will automatically update the necessary fields, such as discretionary or balance
The only required fields for a transaction are date, category and amount
Location is where you spent your money. It is optional
A note is any information that you want to add to the transction. It is optional

Income

An income source is any money that you recieve
Each income is once a month
Income does not affect your balance. It only affects your budget, such as discretionary
If you need to update an income source then delete it and add it again

Bills

A bill is any money that you pay regularly
Each bill is once a month
Bills do not affect your balance. They only affect your budget, such as discretionary
If you need to update a bill then delete it and add it again

Allowances

An allowance is money that you set aside for a specific thing
i.e. Groceries, clothes, entertainment
Each allowance is once a month
Allowances do not affect your balance. They only affect your budget, such as discretionary
An allowance can be defined either by a set dollar amount, or as a percent of your income
If you need to update an allowance then delete it and add it again

Balance

This is the amount of money that you have in your account
Balance is affected only by your transactions
Your balance is updated automatically when you create new transactions
Clicking on any transaction will display the details of the account
Deleting a transaction will automatically update everything (such as balance) as if the transaction had never been added

Discretionary

Discretionary is the amount of money you have left over in the month after bills and allowances
Discretionary = income - bills - allowances
This is meant to be how much money you have to spend in general, on whatever you want

Remaining Discretionary

Remaining discretionary is your original discretionary for the month minus the sum of all of your transactions that have a discretionary category
Remaining discretionary is automatically updated when you create a transaction with discretionary for the category

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Date: Amount: Note:

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Name Amount

Percent

Income

Bills

Allowances

Transactions

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Transactions

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ADD A BANK ACCOUNT

Create Income

Create Bill

Create Allowance

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New Transaction

Your Accounts

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Accounts

Transactions

Income

Bills

Allowances

Balance

Discretionary

Remaining Discretionary

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