You can create a category and/or sub-category by using one of the following ways: While importing, when you write the category name, you can use the following format, “Household:Electricity”. This will create a parent category named… Ler mais

You can create a payee by using one of the following ways: When importing your bank statements you can write the payee name. This will create a payee if it doesn’t exist. While inserting or editing a transaction… Ler mais

No, there is no limit to the number of categories, sub-categories or entities. You can insert as many as you like. Ler mais

A term account is typically an account that doesn’t require much management. Usually, part of you checkings account balance is transfered to the term application (term deposit). So it’s basically an account you shouldn’t move. When the deposit… Ler mais

It’s easy to manage your housing credit loan with Boonzi. However. it is important to understand how the housing credit loan works, given that this topic is usually misunderstood. The loan When you acquire an asset… Ler mais

If you have already inserted transactions and they are not showing it’s usually due to a filter option that you left active. Check that the filter options are: on the filter date box “since the beginning”… Ler mais

Yes, when inserting a transaction, next to the “Amount” box click on the currency label that is displayed there (ex: EUR). There you can change the currency to any of the available options. If you are… Ler mais

On the “Transactions” screen there is a search box on the bottom that allows you to search, almost instantly, for any transaction. The search engine will search on all of the transactions data. You… Ler mais

You can choose between two different strategies to manage your cash: Create an account in Boonzi only for cash. This is where you will register all of your payments with cash. Everytime you withdraw cash, you create an expense transaction… Ler mais

In the “Transactions” screen you can group transactions by “insert date” under the “Group by” option in the filter area at the top. By doing so, the most recent transactions will be… Ler mais