How to proceed
- 1Balance compares paid income and paid expenses in the currently selected working currency. It is not a bank-balance query or a currency conversion.
- 2An open expense remains visible until its status is recorded as paid. It does not count as a paid expense at the same time.
- 3An open bill is a separately managed obligation. Open it from the card and review amount, due date, person, and status in the source record.
- 4Finance trend uses paid income and paid expenses from the last six months. Without matching entries, the area remains empty instead of showing an estimated trend.
- 5Expenses by category only shows saved, paid expenses in the selected currency. Select a category to open the filtered Finance view.
- 6People at a glance separates receivables and liabilities. Review the person detail before recording a payment or changing a status.
Important
Compare only values in the same currency. Existing records keep their original currency even if you later change your working currency.