Accounts & transactions

How balances work

• An account is its starting balance plus every transaction you’ve recorded — nothing more.
• Sundry never guesses or syncs; if a balance looks off, there’s a transaction to find, and Search will find it.

Record an expense or income

• Tap + on the Overview tab, or long-press the app icon on your Home Screen for a shortcut straight into the form.
• Pick the account, enter the amount, and choose or type a payee.
• Add a note when the payee alone won’t jog your memory later.

Transfers done right

• Moving money between your own accounts is a Transfer, not an expense — one entry updates both sides.
• Pay a credit card with a transfer from checking: the card’s balance falls, checking falls, and nothing double-counts as spending — the spending happened when you swiped the card.

Marks, colors, and photos

• Accounts and payees each carry a mark: a symbol on a colored badge, or a photo you choose.
• Photos are picked with Apple’s photo picker — Sundry only ever sees the single picture you hand it.

Read the trend chart

• The Overview chart draws one line per account, in that account’s color.
• Switch between a month, a year, or a custom range to see how each balance has moved.