💶 CaliMoney

Documentation

Movements

How to add, edit and delete income, expenses and investments

A movement is any financial transaction you record: income (salary, reimbursement), an expense (rent, groceries, bills) or an investment (savings, pension fund).

Movement types

TypeColorExamples
IncomeGreenSalary, freelance, reimbursements
ExpensesRedRent, groceries, utilities
InvestmentsBlueETFs, savings, pension plan

Adding a movement

Tap Add in the bottom navigation bar.

Select the type of movement (Income / Expenses / Investments).

Choose a category from the dropdown (only active categories appear).

Enter the amount in euros.

Choose the date using the calendar picker.

Add a description (required) to remember the context.

Tap Save.

If you're offline, the movement is saved locally and synced to the cloud when you come back online.

Editing a movement

From the movements list, tap the movement you want to edit. The pre-filled form opens. Change the fields and tap Save.

Movements pending synchronization (clock icon) cannot be edited until they are synced.

Deleting a movement

Open the movement from the list, tap Delete movement and then Confirm deletion.

Movement fields

FieldRequiredNotes
TypeYesIncome / Expenses / Investments
CategoryYesActive categories only
AmountYesPositive value in euros
DateYesdd/mm/yyyy format
DescriptionYesFree text

Status indicators

  • Green lock icon — movement is encrypted in the cloud
  • Red unlock icon — movement is not encrypted
  • Clock icon — pending synchronization