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Welcome to Ivy Wallet's wiki. We hope that you'll find all the answers to your questions. Our app is simple and has an elegant data structure. Imagine Ivy Wallet like a LEGO constructor. We give you all the building blocks you need to manage your finances - it's up to you what you'll build. The only limit is your imagination!
It has 4 building blocks and once you understand them you can manage your money with ease.
For additional questions and detailed information visit our Help Center.
A transaction represents a movement of money. It can be either Income, Expense, or Transfer between accounts. Each transaction has an amount and is associated with an account. Transactions are used to calculate accounts' balance, cash flow, and spending.
Features:
- Amount (required)
- Type (required, INCOME/EXPENSE/TRANSFER)
- Account (required, = from which account the money are coming)
- Receiving Account (optional, applicable only for transfers between accounts)
- Category (optional)
- Title (optional)
- Description (optional)
- DateTime (optional, = when the transaction happened)
- Due DateTime (optional, = when the transaction is planned for)
!Note:
- Transaction's currency is inherited from the selected account.
An accounts stores transactions that represent its balance. A good example would be your Bank account where you store your money and can see all transactions that you've made. Each account has currency (which you choose) and all transactions in that account will have the same currency.
Features:
- Name (required)
- Currency (required, = USD, EUR, GBP, etc & supports cryptocurrencies BTC, ETH, ADA, etc as well)
- Balance _(automatic, = calculated based on account's transactions)
BALANCE = INCOME - EXPENSES + TRANSFERS IN - TRANSFERS OUT
- Color (optional)
- Icon (optional)
- Exclude From Balance (optional, default to false = lets you exclude an account from overall balance)
- Order Num _(optional, = for reordering your accounts)
!Note:
- When you change the account's currency all transactions in this account will have the new currency but their amount will remain the same.
- Example: Acc with 10 USD balance -> change the currency to EUR => The acc will have 10 EUR balance.
Categories help you to organize your transactions. This way you can track for example how much you spend on Groceries, Bills, Fun, and whatever categories you decide to create. It's up to your imagination!
Features:
- Name (required)
- Color (optional)
- Icon (optional)
- Order Num (optional, = for reordering your categories)
!Note:
- Each transaction can have only one category.
- Categories are used for filtering transactions.
The currency in which you'll see overall balance, income, and spending. Imagine it as the currency in which you'll see your money. For example, if you have accounts in USD, EUR, and BTC but your base currency is USD - you'll see your overall balance in USD.
Work in progress...
- Google Account
- Offline Account
- Import Data
- Start Fresh
- Choose Base Currency
- Create Accounts
- Create Categories
- Create an account
- Edit an account
- Adjust account's balance
- Change account's currency
- Delete account
- Reorder accounts
- Create a category
- Edit a category
- Delete category
- Reorder categories
- One-time planned payment
- Recurring planned payment
- Pay/Get planned payment
- Change planned payment due date
- Edit recurring planned payment
- Delete planned payment
- Expense Pie Chart
- Income Pie Chart
- Account Statistics
- Category Statistics
- Create a budget
- Edit a budget
- Create a report
- Edit a report
- Export to CSV
- Change name
- Export data to CSV
- Import CSV
- Lock app
- Change base currency