Finance shows income, expense, and net balance in one summary. If you hold accounts in different currencies, you can bring them together in a shared view and keep spending in check with category budgets. Finance is available on every plan; multi-currency is part of the Pro and higher plans. Category budget limits exist on every plan (1 category on Free, all categories on Pro and up).
Add more than one currency
You can use up to six currencies. Each account (wallet) is kept in its own currency, and you can convert everything into a single base currency using either a live rate or a fixed rate. That gives you the real picture for travel, subscriptions, or income earned abroad.
Set category budgets
Assign a monthly budget to each category and watch the progress as spending approaches the limit. Mark recurring payments (subscriptions) separately to anticipate fixed costs, and follow your direction with the six-month trend chart.
Frequently asked questions
How many currencies can I use?
You can use up to six currencies in the same workspace. Each account stays in its own currency, and you can view a combined total in a single base currency.
Is the exchange rate fixed or live?
You can choose either. A live rate updates automatically, while a fixed rate uses the value you set so your reports stay consistent.