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Setup

Step 1. Check the list of currencies used
Currencies
1
Currency
From
To
Exchange Rate
Date
1
🇺🇸USD
USD
USD
1
2024-08-06
2
🇬🇪Lari
GEL
USD
0.37
2024-08-06
3
🇮🇱Shekel
ILS
USD
0.26
2024-08-06
4
🇷🇺Ruble
RUB
USD
0.01
2024-08-06
5
🇺🇿Som
UZS
USD
0
2024-08-06
6
🇪🇺Euro
EUR
USD
1.1
2024-08-06
7
🏳️‍🌈BTC
BTC
USD
54,765.54
2024-08-06
There are no rows in this table
Step 2. Add users who will use the table
View of Users
1
Person
1
Dan Reitman
2
Katia Reitman
There are no rows in this table

Step 3. Create accounts
Account creation
2
Search
Cash by Dan Reitman
7/29/2024, 4:56 PM
SomeWallet by Dan Reitman
7/29/2024, 4:56 PM
SomeBank by Katia Reitman
7/29/2024, 4:56 PM
Account name
This is the name of the account; it is automatically generated from Account type and Owner
Cash
by
@Dan Reitman
Account type
Choose or create an account type account – it could be a specific bank, cash, wallet, etc. Accounts can have one type, but different owners
Cash
Owner
Choose the owner of the account.
Dan Reitman
Choose primary currency
This would be the primary currency for the account
Balance in primary currency
Put starting balance in primary currency
Choose secondary currency
This would be the secondary currency for the account
Balance in secondary currency
Put starting balance in secondary currency
Choose third currency
This would be the third currency for the account
Balance in third currency
Put starting balance in third currency
Limit in primary currency
If this account is a credit card, you can ad the limit here
Day of month for settlement
If this account requires monthly settlements, you can put the day of the month here
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Step 4. Adjust categories
Expense Categories
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Income Categories
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Category
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