What events are for

What an event is

An event groups the transactions for one thing, such as a trip or a party. Open Events from the left menu. The page lists events under Upcoming and Past. Each event can have a Planned budget, which is how much you plan to spend on it.

Series and the next event

A series groups events that repeat. Start one with + New series. A series with no future event shows ＋ Plan next occurrence. Tap it to plan the next event.

Spent, shared back and net

Open an event to see its header. It shows Spent and Shared back, then a net figure:

• Net cost when you spent more than was shared back.
• Net inflow when more was shared back than you spent.
• Net when the two are equal.

The header covers the whole event. It does not change when you filter the list below it.

Find nearby transactions

The Find nearby transactions panel lists transactions that may belong to the event. Transfers and payments are hidden until you turn on Include transfers & payments. The Include recurring switch controls whether recurring payments are in the list.

Tap the add button to add the listed transactions to the event. The button names the event and the number of transactions it will add.

The category on an event

An event can have a category. It is for display only. It does not change the transactions in the event.