If you'd like the figures at hand in a note where you review a month or compare past months, you can add a Monthly finance card to it. The card shows the income, expenses and net for the month you choose. The figures aren't written into the note; the card reads them from your Finance records, so a transaction you add later is included on the card too. In five steps we'll cover how to add the card, read it and edit it.
1
Type /finance in your note
On an empty line where you want the card to go, type /finance and choose Monthly finance in the command menu.
You can also add the card from the menu that opens when you click the + button (Add block) to the left of the line.
October review
Let's see where the money went this month:
/finance
Monthly finance
Note body · typing /finance shows Monthly finance in the command menu
2
Choose the month
The Which month? window opens. The list starts with the current month and shows the last 12 months; scroll the list to reach earlier ones. When you click a month, the card is added to your note.
October review
Let's see where the money went this month:
Which month?
November 2026
October 2026
September 2026
August 2026
July 2026
June 2026
May 2026
April 2026
March 2026
Which month? · the last 12 months, starting with the current one
3
Read the card
The card shows the month you chose at the top, with that month's Income, Expense and Net totals below it. Net is what's left when you subtract your expenses from your income. The card only counts income and expense transactions; transfers between wallets and asset purchases and sales aren't part of these totals.
If you chose the current month, the total includes transactions you've dated later in the month and recurring transactions due this month; occurrences you've skipped aren't counted. The Finance screen counts the month the same way.
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📅Weekly plan
📊October review
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October review
Status
In progress
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Let's see where the money went this month:
October 2026
Income$6,840.00Expense$4,115.00Net$2,725.00
After rent, most of it went on groceries and eating out. Let's keep an eye on those two next month.
Note page · the Monthly finance card inside the note
If you entered transactions in more than one currency that month, each currency appears on its own row; the amounts aren't converted from one currency to another. If a currency only had transfers or asset purchases and sales that month, the amounts on its row show as zero. If you have no transactions at all that month, the card says No records for this month.
October 2026
Income$6,840.00Expense$4,115.00Net$2,725.00
Income€1,200.00Expense€340.00Net€860.00
Monthly finance card · each currency on its own row
4
See the details in Finance
When you click the card, Finance opens and the date range is set to the card's month. From there you can look at that month's category breakdown and transactions. This date range only applies to that visit; when you open Finance again later, it goes back to the period you chose.
Finance
Filters:
Clear all
Total balance
$9,852.65
Income
$6,840.00
Expense
$4,115.00
Net
$2,725.00
Finance · clicking the card sets the date range to the card's month
5
Move, duplicate or delete the card
On a computer, a six-dot handle appears to the left of the card when you hover over it. To move the card somewhere else in the note, just drag the handle. If you click the handle, a menu opens with Duplicate and Delete.
On a phone, tapping the card opens Finance. To delete the card on a phone, go to the start of the line below it and press the backspace key; if that line is empty, you need to press it twice.
A card's month can't be changed later. If you'd like to see a different month, you can delete the card and add it again. Deleting the card only removes it from your note; your transactions stay in Finance.
+
October 2026
Income$6,840.00Expense$4,115.00Net$2,725.00
Handle menu · Duplicate and Delete
You can add more than one card to a note. Put the September and October cards one under the other to compare the two months in the same note.
Frequently asked questions
Will a transaction I add later be included on the card?
Yes. The figures aren't saved in the note; the card reads them from your Finance records. After you add, change or delete a transaction, you'll see the updated total when you open the note.
Why does the figure on the card look different from the one in Finance?
The card counts all income and expense transactions for that month. When you click the card, only the date changes in Finance; the wallet and category filters you set earlier stay in place, and the totals there are based on that selection. The Convert field in Finance also converts amounts into the currency you choose, while the card shows each currency's amounts unconverted.
If I share the note, what will the other person see?
The card totals the transactions that the person opening the note can see. Someone you share the note with sees their own transactions and the ones in wallets shared with them, not yours. That's why two people can see different figures on the same card.
Can I add a month that's more than a year old?
The list includes the current month and the previous 11 months, and no future months. You can see the figures for an older month by changing the date range in Finance.
Which plans include this feature?
All of them. The Monthly finance card is available on every plan, Free included. Entering transactions in more than one currency is available on the Pro, Business and Enterprise plans, and sharing notes on the Business and Enterprise plans.