Videos
Short videos show how Spendle works. Click a video to start it.
Finding your way
You choose your language and open an administration: the first time via your Spendle account, after that as a working file. Then you see all screens, the main menu, Sync, the help button and logging out.
Go to the article →Create an account
You see the screen to create a Spendle account, with e-mail and password or with Google or Apple.
Go to the article →Switch between accounts
You switch to another Spendle account or add an account.
Go to the article →Log out
You first close the administration and then log out of your Spendle account.
Go to the article →Log in and create an administration
You log in with your Spendle account. Then you create a new administration and choose a password. Finally, you save the administration to your account.
Go to the article →Synchronise your administration
You save changes to your account with Sync and see the Upload automatically setting.
Go to the article →Starting on another device
You log in on another device with the same Spendle account and open your administration through Spendle account. After that, Spendle opens it automatically as a working file.
Go to the article →Switch between administrations
You quickly switch to another administration via the menu and back.
Go to the article →Importing transactions
You import a file from your bank. Spendle shows what is new and skips transactions that are already there.
Go to the article →The transactions screen
You see where the totals are, how to choose a category, what the arrow next to the category means, the quick filter, sorting, grouping and the chart.
Go to the article →Selection and actions
You select several transactions and give them one category at once via Actions.
Go to the article →Search and filter
You search transactions by a word. In Filter you choose your own period and several categories, and exclude items with the minus sign.
Go to the article →Categorise and create an action rule
You give a new transaction a category and turn it into an action rule. Similar transactions then get that category automatically.
Go to the article →Set up an action rule
You make an action rule from a transaction. You see what each field in the rule does, and which transactions match the rule.
Go to the article →Split a transaction
You divide one transaction over two categories and see how the split transaction appears in the list.
Go to the article →Editing a transaction
You change the date of a transaction with Edit and see the transaction on its new date.
Naar het artikel →Manage categories
You view your categories per group, search a category and open its details.
Go to the article →Insight
You compare your income and expenses with your budget, per month or as a trend.
Go to the article →Budget
You view the Budget sheet, see details per month, adjust a budget and see how positioning works.
Go to the article →Dashboard
You see your balance, your result, your budget position and your largest expenses and income of the year. Balance includes internal transfers, result does not.
Go to the article →Balance
You see the balance of all your accounts, filter on one account and open the settings of an account.
Go to the article →Reports
You open a report, change grouping and sorting and save the settings for next time.
Go to the article →Spending per restaurant
You give a restaurant transaction a relation and a category. In the annual report per category you then see how much you spent per restaurant.
Go to the article →Salary month
You set the start day of your salary. In the graph on Transactions you choose the salary month and see your income, expenses and result for that period.
Go to the article →Language and theme
In Settings you choose another language and switch back. Then you try the themes Dark, Blue, Orange and Light.
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