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Reseek Docs

Money

Keep track of your money

Write down what you spent and what came in, and see where your money goes.

Money in Reseek is a record that you keep. Reseek is not connected to your bank and cannot pay anyone or move real money.

Add an account#

An account is any place you keep money: a bank account, a card, or cash in your wallet.

  1. Open Money.
  2. Choose Add account.
  3. Enter a Name, such as "Main bank" or "Cash".
  4. Choose the Currency.
  5. Enter the Starting balance. This is what you have now, before you record anything. Leave it at zero if you do not know.

Record a transaction#

  1. Open Money and choose New transaction.
  2. Under What happened?, pick one:
    • Spent money
    • Received money
    • Moved money between accounts
    • Got a purchase refund
    • Lent or Borrowed. See Lent and borrowed money.
  3. Describe it in a few words, for example "Groceries".
  4. Enter the amount and choose the account.
  5. Check the Date. It starts as today.
  6. Choose Save transaction.

Tags are optional. If you leave them empty, Reseek adds fitting tags for you. You can change them later.

Refunds#

Pick Got a purchase refund. You can link the refund to the purchase under Original expense (optional), or skip that and just describe it.

See where your money goes#

The Overview at the top of Money shows:

  • Income, Spent and the Difference between them.
  • A chart of money in and out.
  • Spending by tag. A payment with two tags is counted under both tags. The Spent total counts it once.

Choose the time period with one tap: Last 7 days, Last 30 days, This month, Last month, This year or All time.

More than one currency#

If you use more than one currency, the Overview adds them together in the currency you choose. This total is an estimate that uses current exchange rates. Your accounts and transactions keep their own amounts and currencies.

Find a transaction#

  • Type in Search transactions to match words in the description.
  • Use the quick filters above the list to see one kind of entry.
  • Choose Filters for account, currency, dates, tag, amount and sort order.

For questions such as "How much did I spend on food last month?", use Ask AI.

Fix a mistake#

  • Open the transaction and choose Edit to change it.
  • Choose Void transaction to cancel it. Your balance goes back to what it was, and the entry stays in your history.
  • Choose View history to see earlier versions.

Need help? Email [email protected].