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Add a Finance

Julian Schumacher edited this page May 15, 2023 · 1 revision

How to add a Finance

If you want to add a new Finance, you can do that on the Home Screen. By tapping the "Add Finance" Button on the bottom of the screen (or the "add one" button in the middle, if no finance is added yet), a popup / sheet opens which allows you to create a new finance.

Add required data

There are a few data you have to add, in order to create a finance. These are the steps:

  1. Choose whether you want to add an income or expense with the menu on top of the sheet
  2. Enter the amount of money transacted by the finance
  3. Choose a person the money comes from or goes to.

Add optional data

Underneath the required data section you can add optional data like:

  1. Periodical Finance switcher
    Here you can choose if this finance is periodical or just a one time transaction.
  2. The Date and Time
    This is added to every finance, but if you do not modify it manually, it is set to the current day and time (time is only used if it's a one time finance and not a periodical finance)
  3. Notes
    You can add a few notes to keep identify finances more accurately or just write down everything you want to say to that entry.
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