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Adding transactions and checking available finances
Read this in other languages: русский
All records of your expenses, income and transfers between accounts can be added through the bot. Such records are added to the "Transactions" sheet in your Google Sheet. You can do all this with these buttons:
To add a new expense or income, click the appropriate button in the bot. The bot prompts you to write the amount of the transaction. It is not necessary to write "-" before expenses or "+" before income, they will be added automatically.
At any time after starting to add a new transaction record, you can type "Cancel" or find the command "/cancel" in the list of bot commands to cancel adding a record.
After sending the amount of the transaction, the bot will prompt you to select a category. The categories will be presented as buttons with the names of the categories that you specified in the "Preferences" sheet. When you add new categories to the sheet, the buttons with categories in the bot will update the next time you add a transaction.
Next, you need to select an account. The accounts are also represented as buttons with the account names you specified on the "Preferences" sheet.
You can also add a description of your transaction. This parameter is optional. If you do not want to add a description, tap "No description".
If you have more than one account, you can add a record of transferring finances between your accounts. When you tap on the "Transfer" button, enter the amount of money that was charged from the first account.
Next, select the account from which you made the transfer. The accounts are also available as buttons.
Here the bot will prompt you to enter the amount added to the account to which you made the transfer. This can be useful if you transferred money into another currency, or if you were charged a fee for the transfer. If the amount has not changed in any way, tap "Same amount" and then select the account to which you made the transfer.
By taping on the "Available" button, you can get information about all the accounts and the money available on them. This information can be found on the "Main" sheet in the "Accounts" block. The bot will also send the amount of "Daily available".