See how it’s done.

Where to start
Record

Step by step

1. Enter a description and an amount
2. Review the result and confirm
3. Use an expression for the amount
4. The saved records also appear in Transactions

Where to start
Record → +

Step by step

1. Open the plus button in Record
2. Calculate the total in the amount field
3. Add a description and save
4. Check the saved record in Transactions

Where to start
Record

Step by step

1. A previous unconfirmed entry becomes pending when the next entry is sent
2. Confirm the new entry
3. Confirm the pending entry directly in Record
4. Both confirmed entries are available in Transactions

Where to start
More → Batch Entry

Step by step

In this build, use single-entry recording for amounts with cents. Opening the batch preview editor can also change an amount, so check and correct it before importing. This video shows that correction using whole-dollar amounts.

1. Enter multiple records on separate lines
2. Select the entries to import
3. Check the preview amount and edit the description
4. Import the two selected entries

Where to start
Voice input: Record / sharing: More → Wallets

Step by step

This video shows how to open voice input and the settings before sharing a wallet. It does not demonstrate speech recognition or a completed share.

1. Switch to voice input from Record
2. Use a supported physical device to record and verify speech recognition
3. Swipe a wallet right to find sharing
4. Choose permissions before sharing; this walkthrough dismisses without creating a share

Where to start
Kotori → More → Record Entry / Siri

Step by step

1. In More → Record Entry / Siri, tap the Shortcuts button.
2. Touch and hold one of the three preset recording options. This example uses Record Entry.
3. Choose Add to Home Screen, then tap the checkmark.
4. Next time, just tap Record Entry on the Home Screen.
5. Enter a description and amount, then tap Done. For example, Lunch USD 12.80.
6. The entry was added without opening the app. Review the pending entry later in Transactions.

Where to start
Kotori → More → Record Entry / Siri

Step by step

This recording shows creating a personal shortcut and giving it a short name for Siri. It does not demonstrate running it with Siri or microphone-based speech recognition.

1. In More → Record Entry / Siri, tap the Shortcuts button.
2. Touch and hold Record Entry with the microphone icon.
3. Choose New Shortcut to create a personal shortcut.
4. Tap Edit to open the action editor.
5. Tap Entry and choose Ask Each Time.
6. Open the name menu at the top and choose Rename.
7. Choose a short name, such as Log my spending.
8. Check the saved name. This video covers setting up the name.

Where to start
Transactions / restore from More → Recently Deleted

Step by step

1. Swipe fully right to open the editor
2. Reveal the action, then swipe right again to edit
3. Swipe fully left to delete
4. Restore the entry from Recently Deleted

Where to start
More → Categories

Step by step

1. Use the same editor for a category's name and optional icon
2. Create a category with no icon
3. Add a subcategory inside the category
4. Keep a valid hierarchy while renaming the parent

Where to start
More → Categories

Step by step

1. Swipe right to hide a category
2. Enter edit mode and drag the reorder handle
3. Save to commit the new order

Where to start
More → Wallets

Step by step

1. Create a wallet for travel
2. Select another wallet, then swipe the travel wallet right to rename it
3. The selected wallet is shared by Record and Transactions

Where to start
More → Wallets → Transfer

Step by step

1. Open Transfer and enter the amount and description
2. The transfer creates linked entries in both wallets
3. Editing either side updates the linked transfer

Where to start
More → Keyword Management

Step by step

This video includes the notice shown when an ad cannot load. It does not demonstrate ad playback.

1. Open keyword editing. This recording shows the notice used when an ad cannot load
2. Swipe right to inspect a learned keyword
3. Manage different names for the same merchant as a group
4. Select both spellings and link them again

Where to start
Reports

Step by step

1. Choose a reporting period
2. Tap the chart to explore category breakdowns
3. Switch between monthly and yearly views
4. Expand a budget category to see its transactions
5. Tap a transaction to open its editor

Where to start
More → Budget

Step by step

1. Set the total monthly budget
2. Allocate money with the category slider
3. Lock an allocation that should stay fixed
4. Save and reopen the budget

Where to start
More → Recurring

Step by step

1. Add a monthly recurring expense
2. Review the schedule and optional end date
3. Pause and resume the recurring rule with its switch
4. Edit using a right swipe or by tapping the row

Where to start
More → Import Data

Step by step

This build shows preset category names in Japanese in the import menu. The video maps Food to 食費 (Food).

1. Choose the CSV in the system file picker
2. Map Food to the food category (shown as 食費)
3. Review the category mapping and confirm the import
4. Undo the imported batch from Import History

Where to start
More → Export Data

Step by step

This video creates the files and opens the share sheet. It stops before choosing a destination and saving a file there.

1. Generate a complete backup
2. Review the share sheet; this walkthrough closes it without choosing a destination
3. Choose a date range for a CSV export

Where to start
More

Step by step

This video opens the shortcut setup guide. Set up and try Siri on your own iPhone.

1. Choose the primary reporting currency
2. Set a settlement day that matches your budget cycle
3. Choose how dates are displayed
4. Choose the language used for recording
5. Open the shortcut setup guide
6. Complete Siri and speech setup on a supported physical device