This application groups records into subcategories, and group subcategories into categories. You can view all the categories in Category tab（Tap the upper right corner and select “Category Management”）, Click “Import”  to select and add build in categories and subcategories.

• 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.

Amount	You can input +,-,* to do simple calulation in amount input field. Click in the right side to search for the last 5 records with same amount and fill in their information.
Merchant	You can select from merchants previously recorded in same subcategory by clicking button next to merchant input field.
Label	Mark record with a label. For example, label the expenses of a specific trip or label the expenses of an specific activity, etc. Labels can be edit or deleted in “Label Management” page(Tap the upper right corner) Click on the right side of the tag and select tag in the pop-up window. Click the added tag to delete it from the current record. The summary of different labels can be viewed at “Chart” page.
Payment	Select a payment method defined in “Payment Management” page. The record will use the payment’s currency. The summary of different payments can be viewed at “Chart” page.
Date	Click the date and fill information in popup window.
Detail	Click “Detail” tab and fill the information. You can enter a keyword in the textfield and click in the bottom and select “Search Past Record” to search for the last 5 records which detail contains the keyword, if you click the record, it’s information(amount、detail etc) will be filled in. You can also past your bill or order text into the text field and click in the bottom and select “Extract Amount and Category” to get amount and category info from pasted text.

Note that, only amount and category are required fields, other fields are optional.

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
• Edit > 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.
• Edit > 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 select ” Deep Analyze” for precise analysis. At this time, the analysis running prompt turns red (normal analysis is green).

Tap the upper right corner and select “Category Management” page, click one subcategory or select ‘Record’ page, 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 date text on the top will pop up window to switch displaying date.

Notice:

• You can show records of the whole year or month.
• You can click the record to view more information.
• You can edit/delete record by long pressing(mouse right click in MacOS) the record.
• You can click  in the upper-left 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 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.

Click the upper right corner. Here, you can search records which detail, merchant contains certain keyword. The same menu in last section also exists.

Tap the upper right corner and select “Chart” page. 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” page, click ‘Total expense’ or ‘Total incoming’ to enter summarize 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, and you add summarize page of Food category in 2021/7 to quick access, when entering August of 2021, the link will point to 2021/8’s summarize page.