Help

Visualize your expenses

Here there are the main screens of the application :


To look at your expenses, you have two possibilities : expenses view or tags view.

Take this example : You have bought a tennis racket and your name is Brian. Your tags will be the followings : B (for Brian), the ball (because it’s an expense for sport), the star (it’s an exceptional expense you don’t make that often) and the green square to mention that the expense has to be subtract of your bank account.

With the tags view, Brian knows how much he has spent for the sport this month or this week and how much for the exceptional expenses.

Thanks to the tags view, you could visualize your budget items : the money you have spent for the work, the expenses for the couple or the status of your bank account (see the account tag part below) or the shopping expenses.

Type your expenses.

An expense has a date, an amount, a description and a number of tags (up to 8 tags).

Periods

This screen enumerates the periods and you can add one thanks to the “plus” button.

You add a period by specifying its description, start date and end date.

Period concept in CashTag :

An expense is not bound to a period, it is displayed in a period because its effect date is between the start date and the end date of the period.

Example : If you have bought something on the 10/12/2010 and you have created a period labeled “Year 2010” and an other “October 2010”, you will be able to see the expense in these two periods.

The first screen also makes you able to access to the settings (tags and compound tags) :

  • The tags
  • The compound tags

The Tags

You can modify the description and the image :

You also can create some new tags with the available images :

It’s possible to activate the “Account” toggle (with this option checked you can add some credits on your tag but we’ll see this later).

The compound tags

A compound tag is group of tags (up to 6). You will be able to group the expenses having the same tags as the ones in your compound tags.

This compound tag have the couple, Kimberly and restaurant tags. In this example, this tag will group all the expenses made for the couple for a meal at the restaurant treated by Kimberly. Like this, she could see how much she spent for her boyfriend.

To make it simplier, we could have define a tag Kimberly / Couple which informs us about the amount spent by Kimberly for the couple expenses.

Account tag


Like you can see, an “Account” toggle is available in the tags settings. Once you have activated it, you can credit your account with some money. Using this tag is like the others, it displays how much you spend along the money you still have. This option is especially interesting for manage a budget or a bank account.

If you want to visualize the expenses of an accound tag, you will be directed to this screen. A part of the screen is dedicated to credit the account.

Thanks for reading this help, don’t hesitate to tell me if you don’t understand some parts. Keep in mind I’m french so maybe some sentences are not quite well structured😉

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