Welcome to Curensee’s documentation!

Getting Started

• Getting Started
  • Installation
  • Important Terminology
  • Explore the Example File
  • Accounts
    • Creating Accounts
  • Transactions
    • Importing Transactions
    • Creating a new Transaction
    • Editing transactions

User Manual

• 1. Overview
  • 1.1. Features
  • 1.2. User Interface
• 2. File View
  • 2.1. Design & Layout
  • 2.2. Actions
• 3. Dashboard View
  • 3.1. Design & Layout
  • 3.2. Actions
    • 3.2.1. Command Bar Actions
    • 3.2.2. Interactive Actions
    • 3.2.3. Adding a New Widget
    • 3.2.4. Resizing a Widget
    • 3.2.5. Moving a Widget
  • 3.3. Widgets
    • 3.3.1. Bar Chart
    • 3.3.2. Line Chart
    • 3.3.3. Pie Chart
    • 3.3.4. Map
    • 3.3.5. Balance
    • 3.3.6. Cash Flow
    • 3.3.7. Net Worth
    • 3.3.8. Budget
• 4. Accounts View
  • 4.1. Design & Layout
    • 4.1.1. List View
    • 4.1.2. Table View
  • 4.2. Actions
    • 4.2.1. Command Bar Actions
    • 4.2.2. Interactive Transaction Actions
• 5. Cash Flow View
  • 5.1. Design & Layout
  • 5.2. Actions
    • 5.2.1. Command Bar Actions
    • 5.2.2. Interactive Actions
  • 5.3. Settings
• 6. Calendar View
  • 6.1. Design & Layout
  • 6.2. Actions
    • 6.2.1. Command Bar Actions
    • 6.2.2. Interactive Actions
• 7. Editors
  • 7.1. Common Design & Layout
  • 7.2. Common Actions
  • 7.3. Accounts Editor
    • 7.3.1. Account Properties
    • 7.3.2. Financial Institution Properties
    • 7.3.3. Transaction Properties
  • 7.4. Budgets Editor
    • 7.4.1. Budget Properties
    • 7.4.2. Budget Goal Properties
  • 7.5. Reminders Editor
    • 7.5.1. Reminder Properties
    • 7.5.2. Schedule Properties
  • 7.6. Transaction Editor
    • 7.6.1. Transaction Properties
    • 7.6.2. Fields Editor
    • 7.6.3. Splits Editor
  • 7.7. Field Definitions Editor
    • 7.7.1. Field Properties
    • 7.7.2. Format Properties
    • 7.7.3. Data Validation Properties
  • 7.8. Transaction Templates Editor
    • 7.8.1. Template Properties
• 8. Transaction Import
  • 8.1. Step 1: Select Source File
  • 8.2. Step 2: Select Accounts & Field Mapping
  • 8.3. Step 3: Select Options
  • 8.4. Step 4: Merge Duplicate Transactions
  • 8.5. Step 5: Import
• 9. Search
  • 9.1. Basic Search
  • 9.2. Advanced Search
• 10. Input Controls
  • 10.1. Color Picker
    • 10.1.1. Spectrum Tab
    • 10.1.2. Palette Tab
    • 10.1.3. Components Tab
  • 10.2. Currency Box
    • 10.2.1. Local Amount Only
    • 10.2.2. Local & Foreign Amount
    • 10.2.3. Foreign Amount & Exchange Rate
  • 10.3. Date Range Picker
    • 10.3.1. Automatically Calculated Dates
    • 10.3.2. Custom Defined Dates
  • 10.4. Date & Time Picker
    • 10.4.1. Date
    • 10.4.2. Time
  • 10.5. Location Box
    • 10.5.1. Address
    • 10.5.2. GeoPosition
  • 10.6. Schedule Editor
    • 10.6.1. No Recurrence
    • 10.6.2. Daily Recurrence
    • 10.6.3. Weekly Recurrence
    • 10.6.4. Monthly Recurrence
    • 10.6.5. Yearly Recurrence
  • 10.7. Selection Box
    • 10.7.1. Filtering/Search
• 11. Settings
  • 11.1. Design & Layout
  • 11.2. Settings
  • 11.3. Licenses
• 12. Glossary