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Home & Calendar ​

The home page is where you record entries every day, and it is also the fastest dashboard for checking this month's income and expenses; the calendar and heatmap help you look back at how you recorded on each day.

Income & expense overview ​

The overview area at the top of the home page shows this month's key metrics:

MetricDescription
IncomeActual income for the current month
ExpensesActual expenses for the current month
BalanceIncome − expenses
MoM changeHow income, expenses, and balance compare with last month
Estimated expensesThe projected total expenses for this month, extrapolated from the average daily spending of the last 180 days
Remaining budgetThis month's budget minus what has been used
Health scoreYour current income & expense health score; tap it to see details
Days recordedThe cumulative number of days with entry records

There are also income, expense, and balance trends for the last 12 periods, helping you see a longer time span.

Calendar ​

The calendar shows each day's income and expenses by month:

  • Tap a day to see the transaction list for that day
  • The larger the amount marked on a date, the more prominent it looks
  • You can switch between different months

Heatmap ​

The heatmap shows how much you recorded each day over the course of a year — the darker the color, the more income and expense activity that day. After sticking with bookkeeping for a while, you can see your recording habits at a glance and easily spot "which month I spent especially heavily".

Questions the heatmap can answer

  • Have I kept up my recording habit? (runs of dark cells)
  • When did I spend a lot of money? (holidays, big-sale months)
  • Which days had almost no spending? (runs of light cells)

Common actions ​

ActionDescription
Switch ledgerPick a ledger at the top; the overview and lists switch accordingly
Record an entryGo straight to the entry form from the home page
View detailsTap a date or a list item to see entry details
Pull to refreshThe Android app supports pull-to-refresh for data

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