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
| Type | Color | Examples |
|---|---|---|
| Income | Green | Salary, freelance, reimbursements |
| Expenses | Red | Rent, groceries, utilities |
| Investments | Blue | ETFs, 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
| 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 |
Status indicators
- Green lock icon — movement is encrypted in the cloud
- Red unlock icon — movement is not encrypted
- Clock icon — pending synchronization