Add expenses, income and bills

Everything starts with the green + button. It offers four things: an expense, an income, a transfer between wallets, and a bill.

Add an expense or income#

The sheet is built around the amount, so the most important thing comes first.

1. Choose Expense, Income or Transfer at the top.
2. Tap the amount to open the keypad. Enter the value, then press ✓ Done to collapse it.
3. Add a description if you like, for example "Lunch".
4. Pick a category. Common ones are shown; More opens the rest, including your own categories.
5. Pick the wallet.
6. Pick the date: Today, Yesterday, or another date. Note adds a longer note.
7. Press the check mark.

Or type a sentence#

Press Type it instead and write what happened, in English or Greek:

• Coffee 3.50 yesterday
• Salary 1500 income
• Groceries 42,30
• Καφές 3,50 χθες

Expenity fills the amount, description, date and type, and shows chips so you can see what it understood.

Smart detection (Advanced)#

With Smart detection on, type a description such as Coffee with Anna and Expenity fills in the category, up to two tags and the wallet for you. A line under the description says what it filled in, with an Undo button.

• It looks at your own earlier entries first, then at built-in words in English and Greek, then at your own category names.
• It never overwrites something you chose yourself, and after Undo it stays off for that entry.
• Tags come from a short shared list (Coffee, Groceries, Car, Home and so on) or your own tags, so similar things always get the same tag.
• If you have one wallet, it is picked for you.
• If the description clearly says income (for example Salary for October or Refund from the shop), a new entry is switched to Income. Undo switches it back. If you chose the type yourself, it is never switched.

Smart detection is part of Advanced. Turn it on or off in More → Make it yours → Features.

When a field is missing#

If you press save and something is missing, every missing field stays outlined in red until you fill it in. Once you fill one in, Expenity takes you to the next missing field, from top to bottom.

Tags#

Tags are short labels you can add to any entry, such as Coffee, Work or Trip. Type several at once, separated by commas: Coffee, Work adds two tags. You can also tap a tag you already have. Find your entries again with the tag filter in Activity, and manage all your tags in More → Money organisation → Tags.

Reuse the tags you already have instead of making a new one for each variation. Groceries and Grocery would become two separate tags.

Transfers#

A transfer moves money between two of your wallets, for example from the bank to cash. It is not an expense. If the wallets use different currencies, Expenity asks how much arrived in the second one. A transfer works between two private wallets, or between two wallets in the same shared wallet, not across the two.

Bills#

A bill is something that comes up again and again, like rent or Netflix. Press + and choose Bill.

• Type it in a sentence: Netflix 15.99 monthly on the 3rd, Rent €850 every month on 1st, Electricity ~60 monthly 15th (a tilde means the amount changes each time).
• Pick a template: Rent, Electricity, Water, Internet, Mobile phone, Netflix, Spotify, Car insurance, Credit card, Gym, Property tax, School fees. Greek templates such as ΔΕΗ, ΕΥΔΑΠ and ΕΝΦΙΑ are included.
• Or fill in the form: name, the wallet it is paid from, amount, next due date, how often it repeats (once, weekly, every 2 weeks, monthly, every 3 months, yearly), category, how early to remind you.

The bill takes the currency of its wallet. Two options help with awkward bills: The amount changes each time treats the amount as an estimate, and Paid automatically reminds you to check that it went through.

Mark a bill paid#

On the Bills screen, Paid records the payment as an expense in the wallet and moves a repeating bill to its next date. You can Undo right after. For a bill with a variable amount, Expenity asks how much you paid.

Other actions, from the ⋯ menu on a bill: Snooze (to tomorrow or for 3 days), Skip this time, open the payment link, copy the payment reference, edit and delete.

Swipe and pull#

On a phone, swiping a row slides it to show buttons. Nothing happens until you tap a button. Tapping anywhere else closes the row, and a row you leave open slides back by itself after two seconds. On a tablet or computer there is no swiping: click a row and its details open with the same Edit, Delete and Paid buttons.

• On a transaction: swipe left to reveal Edit and Delete.
• On a bill: swipe right to reveal Paid, or left to reveal Edit and Delete.
• Pull the screen down to sync now (when you are signed in).

The setup shows this in a short animation.

Edit and delete#

Tap any row to see its details, edit it or delete it. On a tablet or computer the details show in a side panel. In a shared wallet, the details also say who added it, and a viewer can look but not change.

Amount entry and reusable names#

The number pad starts closed. Tap the amount, enter a value, then press ✓ Done to keep the amount and collapse the pad. This does not save the transaction. Text fields also show a ✓ Done control to dismiss the phone keyboard. Press the checkmark at the top only when you are ready to save the whole transaction.

To reuse a name, enter a description and tick Save this name for next time before saving. The next time you add the same kind of transaction, expand Saved names and tap one. Its name and category are reused; the amount, date and wallet remain under your control. Expenses and income have separate lists. Use the × beside a saved name to remove it. Up to 30 names are saved in total and sync with your account settings. Your own names are kept in their original language.

Reference photos#

While signed in, choose Attach photo on an expense, income, transfer, bill, wallet, budget, goal or recurring income. JPEG, PNG and WebP work; HEIC depends on browser decoding support. The original file must be under 20 MB. Expenity re-encodes the photo as JPEG, removes original metadata, resizes the longest side to at most 1,280 pixels and compresses it to 96 KB or less. Save the item after uploading. A paperclip marks a photo; open the item and choose View photo. Editing also offers Replace and Remove.

Photos require an account and internet to upload or view. Up to 100 uploads fit in an account, with roughly 9.4 MiB of storage. Shared-wallet members can see attachments in that wallet; viewers cannot change them. A photo on a bill or income schedule is carried into its recorded payment.

Account → Delete all photos permanently removes your uploads, including your uploads in shared wallets. Other members lose access to those images. Other people's uploads and all financial records remain. The app asks for confirmation and a fresh passkey check. Deletion reaches other devices during sync; offline edits cannot restore the removed images.

Removing a photo from one item only detaches it. Unreferenced uploads older than a day are reclaimed on your next upload. JSON backups hold photo references, not image files: retain originals for an independent photo backup.

Press and hold#

Press and hold an entry or bill for half a second and a menu opens with Edit, Duplicate and Delete (and Paid for bills). The menu also shows a small animation: you do not have to hold, dragging the row sideways does the same.

Scan, and look before you add twice#

Hold the + button to scan a receipt: see Receipts, photos and your picture. If you add something that matches an entry from the last few days, the duplicate guard asks before saving: see Daily number, targets and streaks. Deleted something by mistake? See Search, filters, drafts and recently deleted.

For split category amounts, partial repayments and worked examples, see Split expenses and reimbursements.