Everyday Usage

Accounts

Firefly III has several types of accounts. This goes beyond your own bank accounts and credit cards. See Firefly-III's Documentation here for more.

There are four main types of accounts, but within these accounts, there are "sub" accounts that can be created. This makes it easy to track different sources and makes transactions easier to navigate.

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Transactions

A transaction is a very simple thing. Money moves from A to B. It doesn't matter if this is an expense, your salary or you moving money around: money moves from A to B:

Without going into more detail the transaction documentation already provides, below is an overview of creating a new transaction.

The important things to note are the Source, Destination, Budget, and Amount.

Withdrawals

To create a withdrawal select a source account first. This should be an asset account or a liability. Then select a destination account (an expense account) or free-type a new one. Withdrawals can also be assigned a budget.

Although the form allows you to free-type a destination account as well, this may fail and the transaction can't be saved.

Deposits

When you wish to create a deposit, select a revenue account first, as the source account. When it doesn't exist yet, free-type your own input and it will be created for you. Then, select an asset account or liability as the destination account. If the source account already exists the form will recognize that you're creating a deposit, and the "budget"-selector will disappear.

Although the form allows you to free-type a destination account as well, this may fail and the transaction can't be saved.

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