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FinvestLens

Basics

Recording transactions

The register, splits, and the transaction inspector.

Select an account in the sidebar to open its register — one row per transaction, with a running balance. The row at the bottom is where you type a new one.

Entering a transaction

  1. Type the date, then the description — earlier entries autocomplete as you type.
  2. Choose the other account (the category, or where the money went).
  3. Enter the amount and press ⏎.

Every transaction moves money between two accounts, so it always balances. That is what makes the reports add up.

Splits

A transaction can touch more than two accounts — a pay slip split into salary, tax and superannuation, or a shopping trip split across categories. Open the inspector (⌘E, or the toolbar's inspector button) to add splits.