Filed for you

A bank entry is dated the day you paid, not the day the bank posted it.

• Its balance moves on the posting day.

Not in the demo. Needs an account: the demo has none.

Bank entries are cleaned once as they arrive: clear names, the right person and memo, and the day it really happened.

• Nothing is hard-coded for any one shop.
• The bank's original text is kept.

Not in the demo. Needs an account: the demo has none.

When buckets became what an entry is filed under, each past entry got its bucket, once, with Undo.

• It ran once for each household; the month's numbers didn't change.

Not in the demo. Needs an account: the demo has none.

Each new entry, typed, imported or from your bank, gets a bucket, even in a brand-new ledger.

• Your rules come first, then the payee's history, then a careful guess.
• Funding is never chosen for you.

A payee that's one of your own accounts is recognised, so payments to it become transfers.

• Mark a payee as your account in its sheet.
• Bank syncs bring its payments in as transfers.

What you change by hand is never overwritten by bank syncs or automatic filing, and teaches the payee's next entries.

• Change an entry's bucket; the payee's next entries follow.