How it works

The tracker has 3 components: accounts, budget and transactions.

• Accounts: It’s a representation of where your money resides, so basically your bank account.
• Budget: It’s the amount of money you want to spend for a given categories like grocery, eating out or entertainment.
• Transaction: It’s the money itself: the amount of money, where it’s coming from when was it added/removed from the account.

Transactions can be linked to accounts in 2 ways either a ‘from’ or ‘to’ account.

• The ‘from’ will consider the transaction as an expense as the money is coming from the account
• The ‘to’ will consider the transaction as an income as the money is going to that account.

Budgets are monthly budgets, so no need to create one for a “food march 2021”, just “food” will work.

How it works is that transactions have hidden properties tagging them as transactions for the current month and the current week and another one for the “budget amount” that is used by the budget to calculate the money spent. The budget amount property is a formula that sets the value to the transaction amount only when it was made during the month.