Transactions will constitute most of your activity with Broque. They help you to track your expenses, income, liabilities and more.

Start

To add a transaction use the primary + button on the bottom navigation bar. This button is context sensitive, so it’ll assume you want to add transactions only when you’re on the overview, transaction or settings pages.

This will open the transaction editor and allow you to form a new transaction. Tapping on a transaction in the transaction list will allow you to edit any transactions edited before.

Category and type

Income and expense transactions have a category. These can be expanded and modified in the settings.

Aside from income and expense, transactions can have other types chosen with the ... Other button in category picker.

  • Transfer
    • When you need to transfer between your accounts.
  • Currency Conversion
    • If you need to convert from one currency to another.
  • Goal Contribution
    • Set asside some finances for a goal (or any arbitrary value).
  • Liability
    • Mark some of your finances as liability. e.g. Taxes.
  • Balance Correction
    • Make a small correction to your balance

Time

In the upper left corner, you can choose the date of the transaction. Future dates can be selected for scheduled transactions, and if you choose a future date, your transaction will automatically be marked as scheduled.

Amount

The currency for the amount can be changed by tapping the currency on the right side of amount. By default this is set to your local currency.

If you choose a non-local currency for income and expense transactions, you will have the option to enter a final amount.

Final amount

Final amount indicates the amount in you local currency. For example, if you have received money, or paid in a foreign currency, but your bank/payment provider automatically converted to your local currency, then you will use this.

e.g. You paid $ with paypal on aliexpress and paypal or your bank converted the $ to €. You paid in $ originally, but your balance is deducted in €.

If you set the final amount as 0, then this transaction uses the Amount and the currency used with Amount and final amount is ignored. This means the balance contribution is done in the Amount currency.

e.g. If you went traveling and you paid or received a different currency, and no conversion was done.

Note: You can pin the currency you’re currently using in the main drawer with the 📍 button, if you need to often do transactions in a foreign currency (e.g. while traveling).

Tags

Tags are associated with a transaction and give more specifics or details to that transaction. They can also be used to lookup that transaction later on in search, and help you to give a better idea what that transaction was for.

Tags also group transactions more specifically, and will show up in statistics.

Tags are space separated and should be a single keyword or name. You can tag places, people, groups or whatever else you’d like.

Scheduled transactions

You can set a transaction as scheduled via the schedule button under More. These transactions will be set to occur on a future date.

You can choose to repeatedly schedule these transactions:

  • Weekly on certain days
  • Monthly on a given date
    • First/last working day in a month
    • Next working day after the given date
      • If no working day after given date scheduling won’t occur)

Note that reminders can also schedule transactions.

Contact

You can set a contact (person/bank) with the Contact button under more. This can help you to search transactions associated with this contact.

Debt/loan

You can associate a debt or loan with this transaction. If the transaction is an income or expense one, it will contribute to that debt/loan balance.

e.g. If you set an income transaction for a loan you gave someone it will contribute to that loan being repaid by your debtor. Similarly, if it’s your own debt and the transaction is an expense one, it indicates you’re paying off your debt.

Conversely, if the loan has an expense, it indicates you loaned more money to the debtor and the total will be increased for that loan. Similarly, a debt with income indicates additional borrowing and will increase the total for that debt.

TODO

You can mark transactions as TODO. This will put the transaction in a TODO list so you can revisit it later if you need to change or update it.

e.g. If your bank adjusts the amount for a transaction on a later date (e.g. for foreign purchases), you may need to update it so the balance matches.

Balance correction

These types of transactions are used to correct your balance, if you’ve missed to enter some transactions. They’re handled a bit differently than regular transactions so they do not affect your statistics.

Effectively they’re either an income if you enter a positive value, or expense if you enter a negative value (you can use the minus toggle in the amount box).