It reads
- A space’s summary, and accounts with balances on any day
- Spending or income by category, against the period before
- One figure for a category or merchant (“How much went to Uber this year?”)
- Transactions, by words in their note and by period
- Goals, with where each stands
- What-ifs from the planning engine, using only growth you state
- Whether you can afford something, from what the space usually keeps
It changes
- Record or correct a transaction
- Update a hand-kept account’s balance
- Add an account, category or source
- Make a space, or change its currency
- Set or change a goal
It never
- Deletes anything
- Touches banks, members, roles or a subscription
- Moves money
- Reads budgets, watchlists or connections