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Reference

Detailed documentation for every area of Surebeans.

SectionDescription
Open JournalOpening, cloning, and loading journals
New JournalCreating a fresh journal
PlanEnvelope budgeting: categories, planned spending, available amounts
RecordsLedger: add, edit, filter, split, delete
AccountsAccount overview and balances
ReflectReports: net worth, spending, trends, cash flow
RulesAuto-categorization rules
SyncCloud sync with git, S3, WebDAV, and more
HistoryGit-based change history, undo, redo
SettingsTheme, license, updates, Beanscrape
ImportImport from nYNAB, YNAB 4, CSV, OFX, SimpleFIN