Quick start with Finance

In the Finance section, everything about your money is on one screen: at the top your total balance, income, expense and net cards; below them your income/expense breakdown, budget and upcoming payments. Every question about your money, answered at a glance. If you want to see the figures in another currency, the Convert button at the top of the panel shows them all at the current rate in that currency; this is a temporary view and the recorded value of your transactions does not change.

Adding your first transaction is simple. Just choose Expense or Income and type the amount; you can easily link the transaction to a wallet and a category, set its date, and add a short note if you like. The moment you save, your balance, breakdown charts and budget all update at once.

You can also personalize your transactions. In the box to the left of the transaction name you can pick an icon, or add your own image if you prefer.

If you have payments that recur every month (subscriptions, rent, bills, installments...) you do not have to enter each one separately. When you pick a frequency in the Recurrence tab while adding a transaction, Pumpynotes creates it automatically for you at the interval you set. So you define your regular payments once and the dashboard tracks the rest.

Your money isn't all in one place. Wallets are exactly for that: you keep each account separate and the dashboard adds them up into a single balance. With "Add wallet" in the Wallets tab you can create a new one, and by clicking the eye icon you can hide any wallet from the dashboard.

Categories group your spending. You link each transaction to a category, and the dashboard splits them into income and expense and shows them at a glance in the breakdown chart. With "Add category" in the Categories tab you can easily build your own categories, and with the Income / Expense filter you can simplify the list.

A budget is the easiest way to keep your spending under control. You can set a monthly limit on an expense category; as your spending nears the limit the budget bar fills, and when you go over the dashboard warns you. So you set the limit and the dashboard does the tracking.