Install Expense Tracker

Using Expense Tracker

Import a CSV, then use month, account, category, type, amount and search filters. Expense, Income and Net change the summary. Transfers stay outside income and expense totals.

Select a transaction to edit it or create an automatic category rule. Settings controls accounts, categories, rules and recurring entries. Save settings after changes. Generate recurring entries only for the selected month.

Refresh reloads records. Update available loads a new app release. Switching to another app and returning preserves your current screen. Clear Transactions removes all transaction rows after confirmation; disconnecting does not delete your workbook.