Money

Money records and planned payments

Money keeps income, expenses, transfers and deferred entries in one history. Link a record to an account, category, client, project or task to explain where it came from.

• Choose income, expense or transfer and check the amount and currency.
• Use a deferred record for a planned payment that has not happened yet.
• Review totals by category, account, client, project and period.

Automation and checks

Subscriptions can create planned money records automatically. Check the date and status before treating a deferred entry as a confirmed payment.