Select which envelopes (months) to include in your monthly averages. This is useful if your imported CSV covers partial months—only selected envelopes will be used for average calculations.
For example, if your data covers 1.5 months, select just the full month to avoid skewed averages. This ensures only complete months are used for your envelope (monthly) statistics.
Select the envelopes you wish to visualize
Your selection will impact calculations on average income and expenses on the insight and budget pages.
Select which accounts are yours. This helps the app distinguish between your own transfers and real expenses.
When you move money between your own accounts, these transactions are ignored in your expense calculations. Only money leaving your accounts to external destinations is counted as spending.
Unknown Accounts
Your Accounts
Advanced filters use JavaScript to evaluate each transaction row. You can filter transactions using custom logic.
Available fields:
| Field | Type | Description |
|---|---|---|
| row | object | Raw data, use syntax row["csvColumnHeader"] |
| amount | string | The amount |
| to | string | The 'to' account (account no.) |
| from | string | The 'from' account (account no.) |
| posting | string | The original posting text |
Tip: Use console.log(row) to see all fields on the row.