Knowledge base
How to use Spendella
Start with what you want to do. We will show you where to go, what to check and how to fix common problems.
Your first steps in Spendella
Add one account and your first expense. That is enough to start seeing where your money goes.
Accounts and transactions
11Add, find, correct and reconcile with your bank.
Add a card, cash or savings account
Set up an account so you know where purchases should be recorded. You do not need to enter a card number.
Read guideAdd or correct a transaction
Choose an expense, income or transfer so your balances and reports make sense.
Read guideFind a purchase missing from the list
Check search, period, account and workspace. A filter often hides an entry that has not been lost.
Read guideFix a balance that does not match your bank
Find the discrepancy or adjust the balance without accidentally creating extra income.
Read guideRecord a transfer between your accounts
Moved money into savings or withdrew cash? Record a transfer so expenses are not overstated.
Read guideTrack accounts in different currencies
Keep account currency separate from the currency used in your overview. They are different settings.
Read guideCreate a category or correct a purchase category
Categories group similar transactions. Clear names make reports easier to read.
Read guideAssign categories automatically by name
Create a rule for a familiar shop so you do not have to choose the same category each time.
Read guideUnderstand destination accounts
Distinguish your own money from a recipient. A destination account should not increase your overall balance.
Read guideTrack card cashback
Enter your card’s terms and compare expected rewards with what the bank actually credits.
Read guideRename or delete an account
Renaming and deleting solve different problems. Check whether you still need the linked history before deleting.
Read guide