Features

File management

• New: Create a new empty budget (File > New or Cmd+N)
• Open: Load a budget file in YAML format (File > Open or Cmd+O)
• Save: Save your budget (File > Save or Cmd+S)
• Save As: Save to a new file (File > Save As or Cmd+Shift+S)
• Recent files: Quick access to recently opened files

Account management

• Multiple accounts: Manage multiple accounts in a single budget file
• Account selector: Easily switch accounts via the dropdown menu
• Rename: Rename your accounts as needed

Operations

• Operations list: View all operations sorted by date
• Details: View detailed information for each operation
• Multiple selection: Single click, Ctrl+click, Shift+click, Cmd+A
• Keyboard navigation: Up/Down arrows to navigate
• Running balance: Automatic balance calculation for each operation
• Copy: Copy selected operations as CSV (Cmd+C)
• Edit: Edit details via the edit button or Ctrl+E
  • Amount, date, budget date
  • Split across multiple categories
  • All changes are undoable

CSV Import

• Easy import: Import your bank statements (File > Import CSV)
• Auto-detection: Detects delimiter and encoding
• Column mapping: Automatic column recognition
• French banks: Compatible with French bank formats
• Duplicate detection: Avoids duplicate imports
• Optional categories: Import categories from CSV

Budget view

• Monthly budget: View your budget month by month
• Category tracking: Track spending against defined limits
• Time navigation: Navigate between months to view history
• Accumulated leftover: Budget display shows carried-over amounts

Budget leftover

Manage unspent budget at the end of each month:

• Leftover dialog: Access via “Leftover…” button in Budget View
• Per-category decisions: For each category with unspent budget, choose to:
  • Save: Transfer leftover to personal savings
  • Report: Carry forward to increase next month’s budget
• Accumulated leftovers: Reported amounts add to future months’ limits
• Monthly summary: View totals for savings and transfers
• Undoable: All leftover decisions support undo/redo

Undo / Redo

• Undo: Undo the last action (Edit > Undo or Cmd+Z)
• Redo: Redo the undone action (Edit > Redo or Cmd+Shift+Z)

Undoable actions

• Account rename
• CSV import
• Category modification
• Category assignment
• Operation split
• Amount, date, budget date modification
• Leftover decision

User interface

• Tabs: Switch between Operations and Budget
• Themes: Light, Dark, or System
• Languages: French and English
• Preferences: Configure the application (Cmd+,)

Updates

• Automatic check: Checks for new versions on startup
• Manual check: Help > Check for Updates
• Release notes: View what’s new
• Download link: Direct access to GitHub releases

Data format

• YAML storage: Human-readable and manually editable format
• Precision: Amounts stored with 2 decimal places