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.
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).
Toggle Repeat this movement on (below the description field).
Choose the frequency: Weekly, Biweekly, Monthly, or Yearly.
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.
Managing recurring movements
Go to Settings → Recurring to see all your templates. Each row shows the description, category, amount, frequency, next occurrence, and status (Active / Paused / Ended).
- 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.
- Edit — 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.
Notifications
CaliMoney can notify you when a recurring movement's next due date is approaching (within 1 day). You'll see an in-app toast notification reminding you of the upcoming payment.
- Notifications are enabled by default for all new recurring movements.
- You can disable notifications per template in the edit form (toggle the bell icon).
- Dedup ensures you only get one notification per due date per template.
- Notifications only work when the app is open (in-app toasts, not browser push).
Notifications require the app to be open. They check on app unlock, when you come back online, or every 15 minutes.
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 |
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