How to use SavingStat

Getting started

New to SavingStat? These two articles take you from an empty account to a working record.

1. 01What is SavingStatWhat SavingStat is for, what it does with your money data, and what it deliberately does not do.
2. 02Your first weekA realistic order to do things in, from signing up to seeing your first month broken down.

Concepts

What each building block is, and how the pieces fit together.

• TransactionsOne movement of money: what every transaction carries, how the three types differ, and why status is a separate question from type.
• WalletsWhat a wallet is, why each one holds a single currency, and what featuring and archiving actually do.
• CategoriesThe label that says what a payment was for, where the default set comes from, and why archiving beats deleting.
• BudgetsA shared container for spending, who can see it, what its totals cover, and why the Over Budget badge is not about it.
• Income sourcesA name for where money arrives from, why income is kept apart from spending, and how imports suggest one.
• EventsA named occasion that spending can belong to, how it differs from a budget, and what happens when you archive one.
• CurrenciesWhy every transaction stores two amounts, what keeping both buys you, and where the exchange rates come from.
• ImportsAn import is a job with a file, a lifecycle and drafts at the end of it. A statement import is not the same job as a receipt.