Wallets

What a wallet is, why each one holds a single currency, and what featuring and archiving actually do.

What a wallet is

A wallet is a place money sits: a current account, a card, the notes in a drawer. It has a name you choose, a balance, and one currency.

Every transaction names the wallet it moved through, and that wallet's balance moves with it. Drafts are the exception: a row that arrived from an import leaves every balance untouched until you publish it, which is why a messy import is safe to leave half-sorted.

One currency each

The currency belongs to the wallet. A euro account and a dollar account are two wallets, each holding its own, and you choose the currency when you create one.

There is a currency in your account settings, but it does a different job: it is the currency your totals and charts are reported in. It does not decide what any wallet holds, and nothing forces your wallets to agree with it or with each other.

It does not preselect one either. The Add Wallet form opens on USD whatever your settings say, so a euro account needs the currency field changing before you save it. Getting it wrong is not fatal, since the edit form carries the same field, but every amount already recorded against the wallet is read in whatever currency it says.

One wallet can be marked featured, and only one. Marking a wallet featured clears the flag on every other wallet you own, so this is a single default rather than a shortlist of favourites.

What featuring does is narrower than the name suggests. It does not move the wallet up the list. Your wallets are ordered by a position you set by dragging them around, and that order ignores the featured flag entirely. What a featured wallet actually gets you is a pre-filled field: the add-transaction form opens on it, with its currency already selected, so the wallet you reach for most is one less thing to pick.

Archiving is for a wallet you have stopped using. It disappears from your wallet list and from the wallet picker on new transactions, but everything it already recorded stays exactly where it is. Deleting is the other option, and it is refused outright while any transaction still points at the wallet. Archiving is the answer when there is history you want to keep.