This application groups records into subcategories, and group subcategories into categories. You can view all the categories in Category tab, click  in the upper-right corner, then click “Import built-in category list” , a set of categories and subcategories will be generated.

• When adding subcategory, the subcategory can be created as an incoming subcategory which only contains incoming records, or an expense subcategory which only contains expense records.
• To edit/delete a category/subcategory, long press the name of the category, select ‘Edit’ or ‘Delete’ in the popup menu.

Click “Image” tab, you can attach a image with the record(For example, add an image of receipt or invoice). You can also add an image by dragging it from other app to the Image tab or “+ Expense/Incoming” button.

You can use your finger to drag a green rectangle to select a region of the image

Following action can be done by clicking the buttons in the bottom of the tab.

• Photos: add image from Photos app
• Camera: add image by taking a picture using camera
• Crop: crop the selected region out of image
• Analyse: list of money amount, date, merchants will be prompt in a new window if there is any contained in selected image region(or the whole image if no selection). Three categories will also be prompt for selection.
• Clear: Remove the image

Notice：

• The merchants information can only be recognized when there is at least one previous record contains same information.
• It is better to select relevant region before click “Analyze” to improve accuracy
• The suggested categories in “Analyze” is based on existing record’s details, merchants and text in attached images. If there are too few of these information, the suggestion may not be accurate.
• If the information extracted is inaccurate, you can long press the “Analyze” button for precise analysis. At this time, the analysis running prompt turns red (normal analysis is green).

Enter ‘Category’ tab, click one subcategory or enter ‘Records’ tab, here you can view all the records in a particular day. The total expense and income of the whole year and month will also be shown. Click the year, month and day text on the top will pop up menu to switch displaying date.

Notice:

• The popup menu for switching date will only contain date which has records.
• You can select “All” to show records of the whole year or month.
• You can click the record to view more information, you can view the attached image in image tab.
• You can edit/delete record by long pressing(mouse right click in MacOS) the record.
• You can click  in the upper-right corner and select “Enter edit mode”, then select some records and click “Move” to move records to other subcategory, or click  “Label” to label them (reference Label Management in section 5) or click “Delete” to delete them. Click “Exit edit mode” in the same menu to finish edit state. You can also change records order by clicking “Sort by time” or “Sort by amount” in the same menu.

In “Category” tab, click “Search records”. Here, you can search records which detail, merchant or text in attached image contains certain keyword. You can move, lable or delete records or change records order by clicking  in the upper-right corner and click corresponding menu item.

In “Chart” tab, you can view statistic on the records by different angle. For example, show total sum of the records for each year, then in each year, show total sum of the records for each month.

You can change the summary fields by click Edit in “summary method and order” section. Draggingin the right of the summary method to change the order.

When returned to home page of the chart, click ‘Total expense’ or ‘Total incoming’ to enter summarize page.

Click  in the upper right corner to return back to home chart page. Click  to add this page to quick access pages. Added quick access links will be listed under home chart page. When clicking the quick access link, related page will be accessed, click  will remove the quick access link.

If the access path of current summarize page contains year\month\day or year\month or year only and these fields’s value are same with current date. This app will prompt “Do you want to keep the date on access path always uptodate?” when adding this page to quick access. If selecting ‘Yes’, the date of the quick access link will always be current date. For example, if current date is 2021/7/1, when adding summarize page of Food category in 2021/7 to quick access. When entering Augest of 2021, the link will point to 2021/8’s summarize page.