| Property Name | Type | Purpose | Relation | Hide Property |
|---|---|---|---|---|
| Name | Title | / | Always Show | |
| Account | Select | / | Always Show | |
| Amount | Number | / | Always Show | |
| Date | Date | / | Always Show | |
| Organization | Text | / | Always Show | |
| Tags | Select | / | Always Show | |
| Type | Select | / | Always Show | |
| Files | Files & media | / | Always Show | |
| Cleared | Checkbox | / | Always Show | |
| Expensed | Checkbox | / | Always Show | |
| Summary | Relation | Master Finance Tags | Hide When Empty | |
| Debt | Relation | Debts | Hide When Empty | |
| Draw Down From Budget | Relation | Budget Categories | Hide When Empty | |
| Investments? | Relation | Holdings | Hide When Empty | |
| Subscription? | Relation | Subscription Tracker | Hide When Empty |
| Template Name | Properties Auto-Filled | Purpose | Section 1 | Section 2 | Section 3 |
|---|---|---|---|---|---|
| Fun | Tags: Entertainment | ||||
| Type: Spend | To log a new expense related to entertainment. | / | / | / | |
| Meal | Tags: Eating Out | ||||
| Type: Spend | To log a new expense related to meal. | / | / | / | |
| Taxi to | Tags: Taxi | ||||
| Type: Spend | To log a new expense related to your chosen transportation. | / | / | / | |
| Transit to | Tags: Public Transport | ||||
| Type: Spend | To log a new expense related to your public transport. | / | / | / | |
| Groceries | Tags: Groceries | ||||
| Type: Spend | To log a new expense related to your groceries. | / | / | / | |
| Online Order | Type: Spend | To log a new expense related to your online orders. | / | / | / |
| Debt Payment | / | To log a new expense related to your debts. | / | / | / |
| Subscription Payment | Tags: Work Subscription | ||||
| Type: Expense | To log a new expense related to your subscriptions. | / | / | / |
| Property Name | Type | Purpose | Relation | Used For |
|---|---|---|---|---|
| Name | Title | / | Always Show | |
| Period | Date | / | Always Show | |
| Spend (Title) | Formula | / | Always Show | |
| Income (Title) | Formula | / | Always Show | |
| Remainder | Formula | / | Always Show | |
| Space | Formula | / | Always Hide | |
| Currency | Formula | / | Always Hide | |
| Spend | Relation | Master Finance Tags | Always Hide | |
| Spend Sum | Rollup | Expenses | Always Hide | |
| Income | Relation | Master Finance Tags | Always Hide | |
| Income Sum | Rollup | Expenses | Always Hide | |
| Expenses | Relation | Master Finance Tags | Always Hide | |
| Expense Sum | Rollup | Expenses | Always Hide |
| Template Name | Properties Auto-Filled | Purpose |
|---|---|---|
| / | / | / |