Features

Sources represent wallets, cards, accounts. You can:

• Create sources with names, types (both/income/expense), optional expense limits & colors.
• View balances, in/out totals, mini pies in the dashboard.
• Drill into source details for full charts & transaction lists.
• Delete sources (orphans transactions to "Other").

Visualize spending with:

• Pie charts by category (income/expense) with totals & percentages.
• Line trends per category over time (1M/3M/1Y/custom ranges).
• Consistent colors across pies, legends & lines.
• Dashboard summary pie (income vs expense).

Log transactions with:

• Amount, date/time, source, category, vendor, note.
• Expense types (need/want/debt), payment methods (cash/debit/credit).
• Quick add/edit from dashboard or source details.
• Inline receipts with previews.

Atomic transfers between sources:

• Select From/To sources (requires 2+ sources).
• Amount, date, note/vendor shared across both sides.
• Outgoing gets payment method; incoming is auto income.
• Edit/delete both sides atomically.

Powerful search:

• Full-text across vendor/note/category/date/amount (recent/all scopes).
• Dashboard shows sources, summary pie, recent transactions.
• Tap to drill into source details/charts/transactions.

Portable data:

• Full JSON export/import (replace/merge).
• Categories/sources/transactions/reminders/lock preserved.
• Files app integration, deterministic filenames.

Stay informed:

• Nightly/weekly summaries (counts by type).
• PIN/biometrics lock (auto-lock on background).
• Manage categories/sources in settings.

Tactile feedback:

• Button taps, text changes, saves/deletes.
• Semantic patterns (create/delete/import).
• Core Haptics + UIKit fallbacks.