Add entry
Pending approval
Overview
Budget —
Daily spend —
By category
Who spent what
Click a person to filter the whole overview to them.
Recent
Transactions
| Date | Who | Category | Vendor | Note | Method | Amount |
|---|
Budget allocation
Monthly total budget
How it works
Budgets are monthly and repeat every month. Set a total, then split it across categories (what the money is for) and people (who may spend it). Each person sees how much of their allocation they have used. Setting an amount to 0 removes the allocation. Only approved entries count.
Progress bars turn amber past 80% and red when over. The thin marker shows where spending should be if it were spread evenly over the month. Crossing 80% or 100% raises an alert on the dashboard.
Per category (this month)
| Category | Budget | Spent | Left |
|---|
Per person (this month)
| Person | Allocation | Spent | Left |
|---|
Recurring expenses
| Name | Category | Who | Every | Next | Amount | Status |
|---|
Add recurring expense
Reports
Categories
Expense categories
Income categories
Add category
Users
| Name | Username | Role | Status | 2FA | Last login | Entries | Spent |
|---|
Add user
Settings
My account
Two-factor authentication
Adds a 6-digit code from an authenticator app (Google Authenticator, Authy, 1Password…) at every login.
1. In your authenticator app choose Add account → Enter key manually and type this key (or open the link on your phone):
2. Enter the code the app shows now:
enabled Two-factor authentication is on for your account.
Business
Other currencies
Rate = how much one unit is worth in the base currency (e.g. EUR 1.08 when base is USD). Entries can be recorded in these; totals are shown in the base currency.
| Code | Symbol | Rate |
|---|
Approvals
Budget alerts
Alert history
Security policy
- Passwords: minimum 10 characters, common passwords rejected, hashed with PBKDF2-SHA256.
- Login: 5 failed attempts lock the account for 15 minutes. Sessions expire after 12 hours idle or 30 days.
- Admin-set passwords must be changed at first login. Password changes log out other devices.
- Receipts are checked by file signature; PDFs with scripts are refused.
Audit log
| When | Who | Action | Target | Details | IP |
|---|
Data lives in accounting.db and receipts in uploads/ next to app.py. Back up both.