Docs

Accounts, cash, cards, and debt

The wallet list shows bank accounts, cash, cards, and loans with their original balances. The combined total is converted into the selected currency without changing the amount stored in each wallet.

DocumentationDocsGuideWallets And ActivityWalletsNet WorthAccounts

Assets and liabilities

Bank accounts and cash hold money you own. Credit cards and loans record money you owe. An unused credit limit is not included in your own available funds.

Balances in the base currency

Tetri converts wallet balances into the selected currency for the combined total. Each wallet still keeps its original amount and currency.

Wallet details and source balances

Wallet details list the transactions that make up the balance. If it does not match the bank or your cash on hand, find and correct the original transaction. Reports and forecasts update automatically.

Groups for personal, shared, or project money

A group puts related wallets in one section of the list, such as a household, project, or bank. Wallets in a group keep separate balances, currencies, and transaction histories.