How to add income or expense

Use Cashflow for daily money movement

Income and expense entries belong in the Cashflow view. This screen shows the selected month, Income and Expense filters, Ungrouped and Untagged quick filters, the Forecast total, and month navigation buttons.

You can organize entries under groups and mark them with tags such as Salary, Bonus, Gift, Credit Card, Loan, Rent, Dues, or Bill. These fields are later used in Cashflow filters and Insights.

Before adding an entry

Decide these details before saving:

• What should the entry name be?
• Is it income or expense?
• What amount and currency should be used?
• Which account does it belong to?
• Which date should it appear under?
• Which group or person should own it?
• Which tag will make it easier to filter later?
• Has the payment happened, or should it remain planned?
• Is it one-time, or does it repeat?

Add income

Income can be salary, freelance work, rent income, bonuses, gifts, sponsorships, or any one-time inflow. On the Cashflow screen, tap Add entry or the plus button, choose Income in Type, then enter amount, account, date, tag, and group.

1. Enter name and amount

   Use a short name such as Salary, Bonus, or Freelance, then enter the amount and choose a currency if needed.

2. Choose the income type

   Set Type to Income. If the entry is regular income, choose the repeat rule from Repeat.

3. Check tag, group, and paid status

   Choose useful tags and groups so Insights stays meaningful. If the income has happened, Paid status can stay on.

Add expense

Expenses can be daily spending, rent, subscriptions, credit card payments, loan payments, dues, bills, insurance, transportation, groceries, or dining. In the entry form, set Type to Expense, then check amount, account, date, group, tag, and currency.

When adding expenses:

• Keep tags specific enough to filter but not so detailed that they become hard to maintain.
• Use the correct date so the month view stays accurate.
• Use the correct currency if the expense happened in another currency.
• Leave Paid status off for planned bills that are not paid yet.
• Use Repeat settings for rent, subscriptions, installments, loans, or regular bills.

Fields on the entry form

The entry form can include:

• Name: A short description that makes the entry easy to recognize in the list.
• Amount and currency: The value and currency of the income or expense.
• Account: The account the entry belongs to.
• Type: Income or Expense.
• Tag: An analysis label such as Salary, Bonus, Rent, Credit Card, Loan, Dues, or Bill.
• Group: A broader separation such as work, personal, person, or source.
• Paid status: Shows whether the entry has happened.
• Date: Determines which day and month the entry appears in.
• Repeat: One-time or recurring entry selection.

Marking payment state

Paid status separates entries that have happened from entries that are still planned. Keep it on for completed income and expenses. Leave it off for upcoming salary, rent, subscriptions, or bills that are not paid yet.

This distinction makes the Forecast total on the Cashflow screen meaningful: completed entries show what has happened, while planned unpaid entries help show what is expected.

Use filters to review entries

Quick filters and the filter panel on Cashflow can narrow the list. If an entry looks missing, check these before assuming it was not saved:

• Is the selected month correct?
• Is Income, Expense, Ungrouped, or Untagged active?
• Are group, tag, or currency filters narrowing the list?
• Is the entry planned and therefore only affecting Forecast?
• Is Paid status correct?

Next step

Once a payment repeats, create a Repeat setting instead of entering it manually each time. That keeps salary, rent, subscriptions, credit card payments, installments, and regular bills visible in Cashflow and Insights with less work.