How do I keep the household budget?

The household budget keeps income and expenses in view: recurring entries (rent, insurance, salary) are converted to the month, individual bookings are listed with their actual date. A balance shows at the end whether anything is left over at the end of the month.

Step by step: Recurring entries

1. Open the Household budget entry in the menu.
2. Choose the right ledger at the top: Family or Only for me.
3. Click + New entry.
4. Enter title, direction (incoming or outgoing), amount and interval – the quick selection offers monthly, quarterly, semi-annual and annual.
5. Optionally: add a category and a note.
6. Save – the monthly share appears in the total immediately. Even while typing a preview shows what monthly amount the entry means.

Step by step: One-off expenses

1. Switch the tab from Recurring entries to One-off expenses.
2. Click + New booking.
3. Enter title, direction, amount and date.
4. Optionally: add a category and a note.
5. Save – the booking appears in the month's list. With the arrow keys or the month dropdown you move between the months.

Balance and breakdown

• The figures card shows incoming and outgoing per month as well as the balance – green for a positive, red for a negative balance.
• Outgoing by category breaks down where the money goes: recurring entries as monthly shares, one-off expenses as the amounts of the month shown.
• Past months shows the one-off expenses of the last twelve months as a bar chart.

All the details are in the Handbook: Household budget.