orangenoise / personal

Know what’s ahead.

rob.briggs@orangenoise.net

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A clearer view of your everyday finances.

Add account

Use a statement or confirmed closing balance to establish the register.

Exclude pending transactions. Enter a negative balance for money owed on a card or loan. Transactions already covered by this balance must be imported as posted.

Add transaction

Enter a purchase, deposit, or planned transaction for .

A matching occurrence is removed from the projection, so the amount is counted once. This entry does not initiate a payment.

Add recurring transaction

Include upcoming bills or income in ’s running balance.

Tracking starts today. Unpaid occurrences remain visible after their due date; overdue income is excluded from the projection until rescheduled or matched. Dates such as the 31st move to month end in shorter months. Change or skip an individual occurrence from its register row.

Edit this occurrence

Only this occurrence changes. The rest of the recurring series stays on its original schedule.

Match a scheduled occurrence

The entered transaction replaces this occurrence in the projection, even if its date or amount differs. Future occurrences remain scheduled.

Import transactions

Import posted transactions into . Review the selected account before continuing.

Include a header row with date, description or payee, and amount (negative for outflows). Separate debit and credit columns and an optional category are also supported. Use CSV dates in YYYY-MM-DD format. Single-account QIF Bank, Cash, and CCard files are also supported; the format is detected automatically. Files must be smaller than 1 MiB.

Reconcile account

Compare the account with a statement’s closing balance.

Exclude pending and planned transactions. Enter debt as a negative balance.

Posted register balance
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Statement balance
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Difference
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Enter the date and balance to compare.

Review bank downloads

Add a download only when it is missing from the register. Match it to an existing entry in the same account with the same amount to avoid counting it twice. If an earlier matched pending amount changed when posted, review the displayed amounts to update that entry. Ignore leaves the download out of the register. These choices never send money.