Screens

One section per main screen in the app. Dashboard (/): Transactions (/transactions): Add (/add): Envelopes (/envelopes)

Dashboard (/)

Your home screen. Shows account balances grouped into Assets and Liabilities, monthly budget summary, open IOUs, pending confirmations, upcoming recurring posts, top transactions of the month, a daily spend heatmap, and a trend strip. Each card is a quick jump-off to the related screen.

Transactions (/transactions)

The full transaction list. Filter by date, account, category, type, scope or tag. The amount filter supports operators like >100, <=50, 10-30 or =42. Tap a row to edit or delete.

Add (/add)

The form to record a new transaction. Pick type (expense / income / transfer), amount, date, account and category. Optional fields: counterparty, scope, tags, attachments, notes, and the reimbursable flag for IOUs. Smart suggestions pre-fill based on past entries.

Envelopes (/envelopes)

Your monthly budget view. Each envelope shows planned vs spent vs remaining. Use Reallocate to move budget between envelopes, and configure rollover and sweep targets in Settings → Savings & sweeps.

Insights (/insights)

Analytics in four tabs:

Overview — totals and net flow for the chosen period.
Breakdown — spending by category / group.
Trends — month-over-month evolution.
Projection — extrapolation based on recurring rules and recent averages. Use the period picker at the top to switch month / quarter / year / custom.

Pending (/pending)

Four tabs:

Pending — imported entries waiting for you to confirm or reject. Not yet booked.
Open IOUs — booked transactions you flagged as reimbursable that aren’t settled yet.
Rejected — entries you rejected, kept for audit, restorable.
Confirmed — entries you already confirmed, shown for traceability. The real transaction lives in Transactions.

Reconcile (/reconcile)

Breaks your account total down into the envelopes holding it: rolling envelopes, this month’s remainder on monthly envelopes, income not yet received, money you are owed, and anything unallocated. The last line is what none of those explain — it should read zero. If it does not, something is genuinely unaccounted for.

Scopes (/scopes)

Create, edit and switch your scopes (trips, projects, shared households). The active scope is shown as a chip in the header and influences the dashboard, the add-form, and category defaults.

Settings (/settings)

All configuration:

Accounts — your real-world accounts.
Categories & envelopes — what you spend on and your monthly plan.
Savings & sweeps — where leftover budget goes at month-end.
Recurring rules — auto-posting transactions.
API tokens — for the public REST API.
Nextcloud — connect cloud storage for attachments.
Audit log — recent changes.
Export / import — move your data in or out (also useful for self-hosting).