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 |
---|---|---|
/ | / | / |