Financial Tracking

How do I record a transaction?

The transaction appears in your history immediately and updates your balance.

What's the difference between income and expenses?

Can I organize transactions by category?

Yes! ellume includes both default and custom categories:

Default categories are ready to use:

• Professional supplies
• Equipment and tools
• Marketing and advertising
• Insurance and licenses

Custom categories let you create your own:

1. Tap "+"
2. Use "Manage categories" to add a new category
3. Choose if it's for income or expenses
4. Name it and save

How do I see my financial overview?

Check your Dashboard for quick insights:

• Current balance (income minus expenses)
• This month's income and expenses
• Comparison to previous periods
• Financial trends over time

For detailed analysis, go to the Finances tab to see all transactions and filtering options.

Can I filter my transaction history?

Absolutely! Use the filter options to find specific transactions:

• Date range: This month, last month, last 3 months, this year
• Categories: Filter by specific income or expense categories
• Amount: Set minimum and maximum amounts
• Search: Find transactions by description

Multiple filters can be combined for precise results.

How do I track business performance over time?

ellume automatically calculates:

• Monthly comparisons: See how this month compares to last month
• Category breakdowns: Which categories you spend most on
• Balance trends: Track if your business is growing
• Period analysis: Performance across different time ranges

Check your dashboard widget for at-a-glance performance metrics.

Can I set up recurring transactions?

Yes! For regular income or expenses:

1. Go to Finances > Recurring
2. Tap "+" to create a new recurring transaction
3. Set the details:
   • Amount and description
   • Category
   • Frequency (daily, weekly, monthly, yearly)
   • Start date
4. Save the template

ellume will remind you when it's time to record these transactions.

How do I search for specific transactions?

Use the filter icon on the top right side. You can search by:

• Transaction description
• Amount
• Category name
• Interval

Does my financial data sync across devices?

Yes! All financial information syncs automatically:

• All transactions and categories
• Recurring transaction templates
• Filter preferences and settings
• Works offline with sync when online

Your financial data is always up-to-date on all your devices.

Can I export my financial data?

ellume provides export options for:

• Monthly reports

This is useful for tax preparation, accounting, or business analysis.

What if I make a mistake in a transaction?

No problem! You can:

• Edit any transaction by tapping on it
• Delete transactions that were entered incorrectly
• Update categories, amounts, or descriptions
• Change the date if needed

All changes update your balance and statistics automatically.

How accurate is my balance calculation?

Your balance is calculated in real-time by:

• Adding all income transactions
• Subtracting all expense transactions
• Updating automatically when you add, edit, or delete transactions

The balance shown is always current and reflects all recorded transactions.