Movements

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

Movement types

Type	Color	Examples
Income	Green	Salary, freelance, reimbursements
Expenses	Red	Rent, groceries, utilities
Investments	Blue	ETFs, savings, pension plan

With two or more accounts a fourth type appears: Transfer, for money that moves between your own accounts. A transfer is never income or spending.

Adding a movement

Tap Add in the bottom navigation bar.

Select the type of movement (Income / Expenses / Investments) — it decides whether the amount comes in or goes out.

Enter the amount in the large field below it.

Pick a category: the ones you used most recently for that type are one tap away as chips; the dropdown below lists every active category.

Choose the date: Today, Yesterday, or the calendar for any other day.

Add a description (required) to remember the context.

Need more? Open Account, tags, repeat for the account (from your second one on), tags and repeating or planning the movement. While it is closed, its row still says what is set.

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.

This works offline too, including for movements still pending synchronization (clock icon).

Deleting a movement

Open the movement from the list, tap Delete and then Sure? to confirm.

From the list you can also swipe a movement left and tap Delete. An Undo button appears for a few seconds in case you change your mind.

Cloning a movement

Swipe a movement right in the list and tap Clone, or tap Clone in the edit form. The form opens pre-filled with today's date.

Copying a movement as text

Open the movement from the list and tap the clipboard button next to Clone. The movement is copied as plain text — type and amount, date, category (or accounts, for a transfer) and description — ready to paste into WhatsApp, an email or an AI chatbot:

Expenses: €12.50
1 September 2026
Food
Groceries

The copy shows the saved movement, so save any changes first. It always includes the real amount, even with Hidden mode on. It works offline.

Recurring movements

Recurring movements are templates that automatically generate a movement when their due date arrives — perfect for rent, salary, subscriptions, or any transaction that repeats on a schedule.

Creating a recurring movement

Tap Add in the bottom navigation bar and fill in the movement fields as usual (type, category, amount, date, description).

Open Account, tags, repeat below the description and toggle Repeat or plan ahead on.

Choose the frequency: Weekly, Biweekly, Monthly, or Yearly. (Once is for a single future expense — see Plan a future expense.)

For monthly frequency, set the day of month (pre-filled from the date you chose).

Optionally set an end date if the series is time-limited (e.g. a 6-month loan).

Tap Save. The template is created and the first occurrence is generated immediately.

The date field becomes Start date when recurring is enabled — this is the first occurrence date.

Plan a future expense

Know a big expense is coming — car insurance in November, a deposit in March? Plan it, and the cash-flow forecast counts it in the month it falls due.

Tap Plan an expense on the dashboard's forecast card, or go to Add, open Account, tags, repeat and toggle Repeat or plan ahead on.

Choose Once. The date field becomes Planned date — set the day it's due.

Fill in the amount, type and category as usual (a planned income works the same way), then tap Save.

Until that day it is only a plan: it shows with a dashed Planned tag in upcoming payments, the forecast and Settings → Recurring, and it never counts in what you've spent. On the planned day the movement is added automatically, once, and the plan is marked Ended. To change the date, edit it from Settings → Recurring; to cancel it, delete it there. If you pause a plan and its day passes, resuming it doesn't reschedule it — it ends.

Plans are created and edited offline like any movement, and are encrypted when encryption is on.

Managing recurring movements

Go to Settings → Recurring to see all your templates in one compact list, built to stay readable even with hundreds of them. Each row shows the description and amount, then the category, frequency and next occurrence. Paused and ended templates carry a Paused / Ended badge; a crossed-out bell means that template's notifications are off.

Search by description or category name.
Filter by status with the All / Active / Paused / Ended chips — each shows how many templates it holds.
Edit — tap a row. You can change amount, description, category, type, day of month, or end date. The frequency pattern cannot be changed (end the series and create a new one instead). Already-generated instances are not affected — only future occurrences use the new values.

The other actions are in the ⋮ menu at the end of each row:

Pause — temporarily stop generating instances. The next due date is frozen.
Resume — continue from the next future due date. Missed periods are skipped, not backfilled.
End — permanently stop the series. Already-generated past movements are preserved.
Delete — remove the template. Tap a second time to confirm.

Find subscriptions you enter by hand

Still typing your gym fee or a streaming subscription every month? CaliMoney notices. When the same description and the same amount show up on a regular schedule — weekly, every two weeks, monthly or yearly — a Possible recurring movements card appears at the top of Settings → Recurring.

Each suggestion shows the amount, category, frequency and how many times it was seen. Tap Make recurring to create the template, or Dismiss to hide that suggestion.

It looks at your last two years or so. It needs at least three occurrences (two for a yearly charge), still going — a series that stopped months ago is not suggested.
Numbers and punctuation in the description are ignored, so "Netflix 05/2026" and "Netflix 06/2026" count as one. A different amount or account is a different series.
The new template starts from the next date after today. Movements you already entered stay as they are, and nothing is added for the past.
Anything already covered by a recurring movement with the same description is not suggested, even if the price changed.
Everything happens on your device: no data is sent anywhere, and it works offline and with encryption on. Dismissals are remembered on this device; if the amount changes, the suggestion can come back.

Notifications

CaliMoney reminds you when a recurring movement is due within 1 day:

In the app — a toast appears while the app is open. It checks on unlock, when you come back online, and every 15 minutes.
Push and email — sent even when the app is closed.

Push and email are switched on or off for all templates at once in the Notifications panel at the top of Settings → Recurring. The panel is collapsed by default; its header summarizes which channels are on — tap it to show the switches. Push needs notification permission (on iOS, add CaliMoney to your Home Screen first), and email needs a verified address.

Notifications are enabled by default for all new recurring movements.
You can disable notifications per template in the edit form (toggle the bell icon).
You get one notification per due date per template and channel.
Paused and ended templates never notify.

Movement fields

Field	Required	Notes
Type	Yes	Income / Expenses / Investments
Category	Yes	Active categories only
Amount	Yes	Positive value in euros
Date	Yes	dd/mm/yyyy format
Description	Yes	Free text
Tags	No	Up to 10 — a trip, a project; see Tags

AI category suggestion

As you type the description, CaliMoney suggests a type and category based on your past transactions.

An amber chip appears below the description field with the suggested type and category.
Tap ✓ to accept — the type and category fields update automatically.
Tap ✕ to dismiss the suggestion.
If you're offline or no match is confident enough, the chip doesn't appear.

Privacy: only the description text and your category names are sent to the AI model — no amounts, dates, or personal details.

Status indicators

Green lock icon — movement is encrypted in the cloud
Red unlock icon — movement is not encrypted
Clock icon — pending synchronization
Purple recurring icon — movement was auto-generated from a recurring template