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Finance
Setup
Finance
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Setup
Step 1. Check the list of currencies used
Currencies
Currencies
1
Currency
From
To
Exchange Rate
Date
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
View of Users
1
Person
Person
1
Dan Reitman
2
Katia Reitman
There are no rows in this table
Step 3. Create accounts
Account creation
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
Show hidden columns
Step 4. Adjust categories
Expense Categories
Expense Categories
10
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5
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Category
Area
Category
Area
Art supplies
Art
Art projects
Art
Artworks
Art
Art courses
Art
Cosmetics
Body
Pharmacy
Body
Beauty
Body
Medicine
Body
Taxi
Emergents
Services
Emergents
Repair
Emergents
Work-related
Emergents
Support for family
Family
Debt repayment
Finance
Loans
Finance
Groceries
Food
Eating out
Food
Coffee
Food
Takeaway
Food
Bureacracy
Government
Taxes
Government
Utilities
Home
Rent
Home
Construction
Home
Household
Home
Museums
Leisure & Culture
Books
Leisure & Culture
Events
Leisure & Culture
Games
Leisure & Culture
Movies
Leisure & Culture
Music
Leisure & Culture
Communication
Routine
Subscriptions
Routine
Transit
Routine
Workspace
Routine
Accessories
Shopping
Clothes
Shopping
Tech
Shopping
Training
Sport & Education
Language
Sport & Education
Tennis
Sport & Education
Hotels
Travel
Travel
Travel
No results from filter
Income Categories
Income Categories
10
1
2
3
4
5
Category
Area
Category
Area
Salary
Earned income
Fees
Earned income
Gifts received
Family
Support
Family
Subsidies
Government
No results from filter
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