The Register
The Register gathers every transaction of the active workspace into a single chronological list. This is where you look up past activity, record new entries, and act on existing ones. Behind the scenes, every transaction is double-entry: at least two movements that balance each other out, but the app builds them for you from a simple form.
The Register at a glance
Opening the Register from the sidebar shows the latest transactions in the workspace, sorted from the most recent. Each row displays the date, the description, and the amount of the entry.
The bar at the top lets you search by description or amount: start typing and the list filters as you go. In the top right you will find the New transaction button, which opens the entry form.
Creating a new transaction
The entry form guides you field by field. First pick the type of entry: income, expense, a transfer between your own accounts, or other for special cases. Based on the type, the app suggests the right accounts to link.
For the date you get quick shortcuts (today, yesterday, the day before) alongside the calendar picker, so logging the last few days of spending takes a single tap.
- From the Register, press New transaction (or the plus button in the bottom right corner).
- Pick the date with the quick shortcuts or from the calendar.
- Select the type: income, expense, transfer, or other.
- Write a description, for example Grocery shopping.
- Enter the amount of the entry.
- Choose the source and destination accounts: for an expense, that means the account the money leaves from and the expense account it belongs to (such as Groceries or Rent).
- Confirm: the transaction appears in the Register right away and the balances of the accounts involved are updated.
Double-entry, without the worry
When you save a transaction, Cashfulness generates at least two accounting movements that balance each other: the sum of debits and credits always equals zero. This is what keeps your balances, the Balance Sheet, and the Income Statement consistent.
In practice, an expense decreases an asset (your checking account, for instance) and increases an expense account; a transfer moves value between two of your own accounts without touching your net worth. You fill in the simple form, and the app guarantees the accounting rigor.
Transactions in other currencies
If the entry involves accounts held in different currencies, the form also asks for the exchange rate: the amount is recorded in the transaction currency and converted into the currency of each account involved.
This way, balances stay correct in every currency and the report totals reflect the actual conversion you entered, not an arbitrary rate.
Editing, duplicating, and recovering from the trash
Every row in the Register has a menu with the available actions: from there you can edit the transaction or duplicate it. Duplication comes in handy for recurring entries, such as a loan installment or a repeating expense: start from the copy and only change the date and amount.
Deleted transactions do not vanish immediately: they go to the trash, where they remain recoverable. From there you can restore them to the Register or delete them permanently once you are sure you no longer need them.
