Finance
Wallets, categories, budgets, multiple currencies and the calendar link.
Quick start with Finance
Your money, plans and notes in one place. You enter your income and expenses once, and the dashboard shows the rest: your balance, spending breakdown, budget and upcoming payments on one screen. No separate budgeting app needed.
Multi-currency budget tracking
One account in dollars, one in euros, maybe one in pounds. With multi-currency you keep them all as they are, then see the total in one common currency with a single tap. Travel, subscriptions or income from abroad, the real picture where it all comes together, on one screen.
How to set up a recurring transaction
You do not have to retype rent, salary or service charges every month. Create the transaction once, switch on Recurrence, and Pumpynotes adds it to your list at the frequency you picked. This guide covers setting up the recurrence, skipping a single date and editing the series.
Filter your transactions by date and category
The transactions listed on the finance screen, the totals on the cards and the chart all change with the date range you pick. But total balance is the sum of your wallets, so it does not change with the period; and the budget is a monthly limit, so it measures the current month whatever you pick. Six steps on picking a range, narrowing by wallet and category, reading the trend and downloading a CSV.
Add, edit and delete wallets
A wallet keeps each place your money lives separate: your bank account, the cash in your pocket, your credit card. In three steps we show how to add, edit and delete a wallet, and what happens to its transactions when you delete it.
Add, edit and delete categories
Wallets show where your money sits, categories show where it goes. Groceries, transport, rent, salary... In three steps we cover adding a category, editing it and deleting it, and what happens to your transactions when you do.
Asset wallets: track your gold, crypto and stocks
Record your gold, crypto or stocks with a Buy transaction as quantity and price, and Pumpynotes values them at the live price. Your average buy price is kept automatically, so you also see at a glance how much you are up or down.
What is net worth and how is it calculated
Net worth is everything you own minus what you owe. Pumpynotes shows it on the Total balance card, right under the big number: your money, your assets and your debts together, at today's prices and rates.
Transfer between wallets
When you move money from one account to another, nothing is earned or spent; the money just changes places. A transfer shows that correctly in both wallets' balances, whether you're paying off your card, withdrawing cash or putting money into savings.