How to use SavingStat
Short explanations of what everything in SavingStat is, and step-by-step guides for getting things done. Start at the top if you are new.
Getting started
Concepts
- 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.
Guides
- Import a bank statementExporting a statement, choosing the wallet it belongs to, and what happens between uploading the file and having rows to review.
- Review AI draftsWhat an import leaves you with, how to correct a row, what a duplicate flag means, and what publishing actually changes.
- Invite your partner and share a budgetConnecting to the other person by email, getting that accepted, and putting one budget in front of both of you.
- Run a trip as an eventCreating an event before the trip, bringing in the people coming, filing spending against it, and putting it away afterwards.
- Read your statsWhich breakdown lives on which tab, what each one counts, and the things that make a number smaller than you expected.
- Record a transferMoving money between two of your own wallets, what the form asks for, and why it is neither spending nor income.
- Find a transactionTurning to a date, changing the order, the four groups in the filter drawer, and why drafts are not among the rows you are searching.
- Attach a file to a transactionAttaching a file from your library, what stays where afterwards, and what the Shared switch on one attachment actually gives away.