No Receipt? Log It Manually and Tag It So Reports Stay Accurate
When there’s nothing to scan, cash paid to a friend, a cash tip, income from a side gig, you can add it manually with an amount, category, and currency. Any entry can also get a tag, including a built-in “Excluded from Reports” tag for things you want logged but not counted in your spending totals.
Scanning covers most spending, but not all of it. Cash still exists. So does income that isn’t a receipt at all, freelance work, a refund, a gift. Manual entry handles both sides: mark something as an expense or as income, pick a category, and save it the same way a scanned item would be saved.
A short tag, attached to any entry
Tags are a single short label you can attach to any expense, scanned or manual. They’re useful for anything that doesn’t fit neatly into a category: “work trip,” “birthday gift,” “roommate,” whatever helps you find or group things later.
The one tag that changes how reports treat an entry
One tag is special: “Excluded from Reports.” Say a friend pays you back in cash for a shared dinner you already logged, or you get reimbursed for something you bought for work. That money moving through your account isn’t really your spending or income in a budgeting sense, but you might still want a record of it. Tagging it “Excluded from Reports” keeps the entry in your history without letting it distort your category totals or monthly reports.
Why this matters more than it seems
A budget only stays useful if you trust the numbers in it. Being able to log something without it silently inflating a category is what keeps an occasional cash purchase or reimbursement from quietly throwing off a limit you set for a completely different reason.