Add by hand: Click + Add Entry, or click any day on the calendar. Pick Spending or Income, enter the amount, done.
Import from your bank (CSV): Log in to your bank's website and go to your account activity or transactions page ā not the Statements page (statements are usually PDF). Look for a small Download or Export link and choose CSV or "spreadsheet." Most banks, including Bank of America and Chase, offer this. Then click š Import Statement here and choose that file. Money out shows as spending, money in as income, and re-importing overlapping files won't create duplicates.
Credit card files and PDF statements: Handled by Cash Calendar Pro ā it reads PDFs from banks and credit cards and automatically sorts charges, payments, and refunds.
Backups & moving devices: Your data lives only on this device. Use š¾ Export for a backup file, and import it on another device to move your history over. Export occasionally ā clearing your browser data erases entries.