Wallets
Create wallets, track transactions, budgets, transfers, and collaborators.
9 articles
Budgets and spending alerts
Set a monthly wallet budget with category allocations, 80%/100% alerts, rollover, and copy from last month.
Categories and wallet settings
Manage expense and income categories with icons, and edit wallet name, currency, and settings.
Invite wallet collaborators
Share a wallet with view or edit access within your plan’s collaborator limit.
Create a wallet
Add a wallet with a name, currency, and optional starting balance within your plan’s wallet limit.
Import and export wallet CSV
Export transactions from the wallet list, or import a CSV from wallet Settings using the example file.
Recurring transactions
Post repeating income or expenses from Scheduled records (Plus and above). Enable or disable a rule when it should stop.
Record transactions and receipts
Log income and expenses with filters, categories, and receipt images within storage limits.
Transfer between wallets
Move money between your Budfinix wallets without double-counting income or expense.
Spending insights
Review income versus expense and category share for one wallet by day, week, or month.