Assets, liabilities, income and expenses

Each class screen shows its figure, its change with its base (”+₹2,14,300 since 1 May”), a chart, and its accounts, largest first. There is no net worth: no figure nets the classes together. See the four classes.

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Kept by hand or connected

A hand-kept account changes only when you record a transaction or Update Balance. A connected one shows what the bank reports. Disconnected, it keeps its history and becomes hand-kept.

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Acts

• Update Balance sets what a hand-kept account holds on a day; the difference is recorded as an adjustment, not income or spending.
• Mark Paid in Full · ₹42,310 on a hand-kept liability records the whole amount as paid, today, from the space’s Default From.
• Record Again · ₹1,10,000 on a source repeats its latest receipt, today.

The last two come with Undo. Recontrol records the payment; you make it with your bank.

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What an account adds

A connected investment shows its Holdings; a connected card or loan its Next Payment and Terms; a source Last Received and Next Expected; a category Regular Payments. Expenses offers Sort Your Spending. On longer periods, Usual Month (on the web, Per month) shows the average complete month, with the median, each over the months it counts.

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Rename, merge, delete

In an account’s ⋯: Merge folds one account into another of the same class and currency, with its transactions and plans. Delete removes it and its balance history; its transactions stay, with this side blank. See Add an account.