Explore

Setup

Step 1. Check the list of currencies used

Currencies

Currencies

Currency

From

Exchange Rate

Date

🇺🇸USD

USD

2025-10-09

🇬🇪Lari

GEL

USD

0.37

2025-10-09

🇮🇱Shekel

ILS

USD

0.31

2025-10-09

🇷🇺Ruble

RUB

USD

0.01

2025-10-09

🇺🇿Som

UZS

USD

2025-10-09

🇪🇺Euro

EUR

USD

1.16

2025-10-09

🏳️‍🌈BTC

BTC

USD

123,222.5

2025-10-09

There are no rows in this table

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Step 2. Add users who will use the table

View of Users

View of Users

Person

There are no rows in this table

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Step 3. Create accounts

Account creation

Account creation

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

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Cash⁠

@Dan Reitman⁠

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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

Owner

Choose the owner of the account.

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

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Step 4. Adjust categories

Expense Categories

Expense Categories