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FIN

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v1.0 · DB v1.0

Recent expenses

MonthNot started

Year Month Exchange rate Salary Notes

Accounts

Envelopes

Plan summary

AccountPlanFundedBalance

Funding

Add expense

Amount Envelope Paid from Date Note

Envelope

Name Default payment AccountPreselected for new expenses only; Paid from can always be changed. Role Preferred currency Savings goal Goal progress Visibility Historical baseline/month Baseline source

A baseline is user-confirmed reference information. It never becomes transaction history or changes FIN's calculations.

Note

Balance tools

Record Balance

Absolute Balance Date Reason / note

Move money

To envelope Amount Date Note

Balance history

Report / export

From To

PDF creates a readable report. XLSX creates one workbook with one worksheet, with selected months stacked one below another in a Rezije-style layout.

Funding Review

FIN recommendations use completed native transaction history only. Historical baselines are user-confirmed external references.

Copy month

From To year To month

This month already exists. Copying may overwrite existing plan data for the target month. Existing Today expenses will stay.

Statement import

Imports raw evidence only. Balances and financial records do not change.

Statement file

Account

Account
IBAN in file
Statement period
Rows found
New rows
Already known
Parse problems

Reconcile

Only statement rows requiring input are shown.

No statement exceptions for this Account.

Exceptions

Create expense

Envelope Amount Date Paid from Note

Create Transfer

Other Account Amount Date Note

Create Refund

Money entered this Account. A Refund restores the Account and the chosen Envelope and reduces net Spent.

Envelope Statement amount Date Note

Account

Name Account number Currency

Current Balance (optional)

Leave blank when the Balance is unknown. An entered amount, including zero, is recorded for today.

Balance

Record Balance

Absolute Balance Date Reason / note

Account history

Plan row

Name Envelope Planned amount

Betalingsservice Funding date Paid from Note