User Manual

Dashboard

The dashboard shows your current budget period at a glance.

• Period banner — tap the month/year to jump to a different period.
• Income / Expense summary — totals for the current period, updated live.
• Budget card — shows how much of your regular and recurring envelopes you’ve used. Tap it to open the full breakdown.
• Transaction ledger — all transactions for the period, grouped by day. Tap any row to edit; swipe left to delete.
• + button — opens the Add Transaction sheet.

Adding a transaction

Fill in the Amount, Merchant, Category, Note (optional), and Date. The Recurring toggle marks a transaction as a fixed bill — it counts against your recurring envelope, not your regular one.

Use the Card / Cash toggle to track payment method.

Editing a transaction

Tap any transaction in the ledger to open it in edit mode. All fields are editable. Tap Update Transaction to save.

Deleting a transaction

Swipe left on any transaction row and confirm deletion. This cannot be undone.

Budget breakdown

Tap the budget card on the dashboard to see both envelopes side by side:

• Regular spending — everyday variable expenses (food, transport, entertainment).
• Recurring spending — fixed monthly bills set aside before the month begins.

Below the envelopes is a per-category list showing spending vs. allocation for each.

Category detail

Tap any category in the budget breakdown to see its transactions and progress bar for the period.

Settings

Setting	Description
Personal Info	Edit your name and password.
Categories	Add, rename, or reorder spending categories.
Budget Settings	Set total and recurring budgets; allocate per category.
Currency	Change your base display currency.
Timezone	Set the timezone used to group transactions by day.
Appearance	Switch between light and dark mode.
iOS Shortcut	Install the Shortcut for hands-free transaction logging.

Dark mode

Go to Settings → Appearance and choose Light or Dark. The setting persists across restarts.