CSV: account_number, account_name, class_name, budget_amount, budget_year — account matched by number; class by name. Same account may appear under multiple classes. Spend/Balance use paid+booked for the selected year (class+account). Empty chart exports header only.
Read-only by default. Click Edit, change cells, then Save once.
Account
Class
Budget
Spend
Balance
Year
No budgets for this year.
Expense Accounts
CSV: account_number, account_name, account_name_zh, account_category, account_category_zh, receipt_threshold — same number replaces existing. Spend is paid+booked for the current year across all classes. Empty chart exports header only.
Read-only by default. Click Edit, change cells, then Save once.
Number ▲
Name
Name (中文)
Category
Category (中文)
Receipt $
Spend
No accounts yet.
Expense Classes
CSV: class_name, class_name_zh, manager, sort_order — same class_name replaces existing. Spend is paid+booked for the current year across all accounts. Empty list exports header only.
Read-only by default. Click Edit, change cells, then Save once.
