Finances

Open Finances from the menu, or tap Track Finances on the dashboard. The screen has five tabs: Overview, Insights, Recurring, Monthly Reports and Categories.

Your finances are private to your account.

How do I record a transaction?

While you type, Balance after transaction shows how the amount changes your balance.

You can also record a payment from a client's Transactions tab or from Smart Close. The client is then filled in.

Transactions have no fields for tax, payment method or attachments.

How do I scan a receipt?

ellume also suggests a category, such as Food or Transport. If one of your categories has exactly that name, ellume selects it. Otherwise choose one yourself. Check all values before you save. The photo is not saved with the transaction.

Scanning needs an internet connection and uses AI units. You can also start it from the Scan Receipt template in the Assistant.

What does the Overview show?

• A chart and your net amount (income minus expenses) for the selected period
• The period buttons 1M, 3M, 6M, 1Y and ALL. With ALL, the chart covers the last five years.
• All transactions of the period, newest first

Tap the eye icon to hide amounts in the chart. This also hides them on the dashboard.

How do I filter transactions?

On Overview, tap the filter icon in the top right:

• Category
• Search by description
• Min Amount and Max Amount
• Custom Date Range

Tap Apply. Reset Filters clears everything. Filters are kept until you close the app.

What does Insights show?

For the selected period, with the filters you set on Overview:

• Income, expenses and Net
• Top Income Sources and Top Expenses by category, with their share
• Average Service: average income per income transaction
• Transaction Count: number of income transactions
• Daily Average: income per day
• Expense Ratio: expenses as a percentage of income

Some values show a trend arrow compared with the previous period.

How do recurring transactions work?

Use them for regular income or expenses, such as rent.

Frequencies are Daily, Weekly, Monthly and Yearly.

ellume books recurring transactions automatically, once per period. You do not get a reminder. If the start date is today, the first transaction is booked right away.

Recurring transactions have no end date. To stop one, touch and hold it and choose Delete. Transactions that were already booked stay. Editing a recurring transaction only affects future bookings.

How do categories work?

ellume comes with these categories:

• Income: Service Income, Product Sales, Other Income
• Expense: Supplies, Equipment, Operating Costs, Other Expenses

On the Categories tab you manage your own categories:

• Add a category: tap + in the top right, choose Income or Expense, enter a name and tap Add
• Edit a category: tap it
• Delete a category: touch and hold it

Transactions of a deleted category are shown as Uncategorized.

Can I export my finances?

Yes, as a PDF per month. Open Monthly Reports, pick the year in the top right and tap a month. ellume creates a Cashbook PDF with all income and expenses of that month, numbered, with totals. Share or save it from the share sheet.

There is no CSV or Excel export.

How do I edit or delete a transaction?

• Edit: tap the transaction, change it and tap the check icon.
• Delete: touch and hold the transaction, choose Delete and confirm. This cannot be undone.

Which currency does ellume use?

The one you choose in Settings > Currency. The setting only changes the symbol and number format. Amounts are not converted.