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Cashbooks
A cashbook holds one part of your money: your own spending, the household, a trip, your work. Each has its own base currency and categories and, if you share it, its own Members.
How to do it
- On Home, scroll your cashbook cards to the end and tap New cashbook.
- Type a Name and choose the Base currency. The cashbook's totals are shown in it.
- Tap Create cashbook. If Folko offers to invite someone, skip it when the cashbook is just for you.
Organize your cashbooks
Long-press a cashbook card on Home for Pin, Rename, Edit members, Reorder cashbooks, Archive, Transfer ownership and Delete. Renaming, archiving, transferring and deleting are for the cashbook's owner.
Inside a cashbook, the ⋯ menu has Categories, Cashbook colour, Travel mode, Activity log and more.
Archive or delete
Archiving puts a cashbook away without losing anything. Find it again in Profile → Archived cashbooks. A shared cashbook needs its balances settled first.
A deleted cashbook stays in Profile → Recently deleted for 30 days, so you can restore it.
Power-user tips
- Pinned cashbooks always come first on Home. Free pins one cashbook; Plus and Max pin up to five.
- Categories belong to each cashbook. Profile → Categories edits the list that new cashbooks start with; an existing cashbook keeps its own, in its ⋯ menu.
- Every cashbook has a First Page at the top of its Members tab: a note everyone in it can read and edit, for the Wi-Fi password, the landlord's number or the house rules.
- Only active cashbooks you own count toward your plan. Cashbooks you were invited to, and archived ones, do not.
Free: 3 cashbooks. Plus: 10. Max: 50.
Still stuck? Email support@folko.io or see Support. A person from the Folko team will answer.