Transactions #

This section provides an overview of ‘Transactions’ in Econumo.

Transactions form the core of Econumo, as all budgeting is based on the transactions you enter.

In this section #

Adding transactions #

Transaction date

In the top right corner, you can specify the transaction date (the date you spent or earned the money). Clicking on the date will open a calendar. You can also use the “arrow left” icon to select a previous date. Note that transaction time is not currently supported.

Transaction types

You can add one of the following transaction types:

Expense (default option)
Transfer
Income

Each type has a different set of fields to complete.

Adding expenses #

Accounts

To add an expense, select one of your accounts. The expense must be in the same currency as the selected account.

Adding expenses

To change the account, click its name in the dialog:

Adding expenses - account

Amount

Enter the amount spent. From the desktop client, you can use +, -, *, /, and = keys to calculate your spending. Typing = will compute the total amount:

Adding expenses - amount

Categories

Each expense must have a designated category. You can type in the category field to search for or create a new category.

Adding expenses - category

To create a new category, type its name and press “Enter” or “Search”/“Submit” on your mobile device. The name must be 4-18 characters long:

Adding expenses - category

Once created, the category will change color:

Adding expenses - category

Notes

The notes field allows you to add any comments related to the transaction.

Recipients

You can specify a recipient for each transaction—this can be the name of an individual or a company where you spent the money.

Adding expenses - recipient

Tags

You can add one tag to your transaction. To create a new tag, click the “plus” button, type the tag name, and press " Enter" or “Search”/“Submit” on your mobile device. The tag must be 4-18 characters long:

Adding expenses - tag

A list of active tags will appear in the modal, allowing you to choose one for organizing your expenses, especially useful for trips or special occasions.

Adding expenses - tag

Adding transfers #

You can transfer money between your accounts:

Add transfers

Amount

Enter the transfer amount. From the desktop client, use +, -, *, /, and = keys to adjust it. Typing = will calculate the total:

Add transfers - amount

From/To

Select the account FROM which you want to move money TO another account.

Add transfers - account

If the accounts have different currencies, two fields for the amount will appear:

Add transfers - accounts in different currencies

Notes

The notes field allows you to add any comments related to the transfer.

Adding income #

Accounts

To record an income, select one of your accounts, ensuring it is in the same currency.

Adding income

You can change the account by clicking on its name:

Adding income - account

Amount

Enter the income amount. From the desktop client, you can use +, -, *, /, and = keys to adjust it. Typing = will calculate the total:

Adding income - amount

Categories

All income must have a designated category, which differs from expense categories. You can type in the category field to search for or create a new category.

To create a new category, type its name and press “Enter” or “Search”/“Submit” on your mobile device. The name must be 4-18 characters long:

Adding income - category

Once created, the category will change color:

Adding income - category

Senders

You can designate a sender for each income, essentially the name of an individual or company from whom you received the money, similar to the recipient list.

Adding income - Sender

Editing a transaction #

You can update any transaction, except the system ones with “Balance adjustment” comment, and transfers to other user accounts.

Editing a transaction

Deleting a transaction #

You can delete any transaction except transactions in read-only accounts.

Deleting a transaction