Common workflows

Common workflows: Shared expense and getting repaid: Importing transactions via the API: Monthly close: Recurring bills

Shared expense and getting repaid

1. Add the expense, toggle Reimbursable and pick the counterparty.
2. It appears under Open IOUs on the dashboard.
3. When you receive the money, click Add repayment — the form is pre-filled, just save.
4. The IOU auto-closes once fully covered. For partial or cash settlements, use Mark as settled or Book as loss instead.

Importing transactions via the API

1. In Settings → API tokens, create a token.
2. POST entries to /api/public/pending-transactions (see Swagger UI at /api/public/docs).
3. Imported entries appear in Pending → Pending. Review and confirm or reject.

Monthly close

1. Open Reconcile and check that envelopes still add up to your accounts.
2. Leftovers sweep themselves — once a month is over, whatever is left in (or overspent from) each monthly envelope moves to its sweep target automatically. Nothing to click.
3. Review Insights → Overview and Trends to spot anomalies.
4. Adjust next month’s envelopes if needed.

Recurring bills

1. In Settings → Recurring rules, add a rule with cadence, amount and category.
2. The dashboard’s Upcoming card shows pending occurrences.
3. Post, edit or skip each occurrence individually.

Connecting Nextcloud

Open Settings → Nextcloud and follow the OAuth flow. Once connected, attachments uploaded to transactions are stored in your Nextcloud and previewable via a file picker.