Configure firefly III #69

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opened 2026-01-07 11:53:13 +11:00 by wi11-holdsworth · 1 comment

wi11-holdsworth commented

2026-01-07 11:53:13 +11:00

(Migrated from github.com)

cioraneanu's setup

Create asset accounts for everything (ex. one for every family member, one for each savings account). It's easier to not use any revenue/expense accounts; that way they will be threated as "cash" and you'll have one less field to fill inside transactions
Create your big, general "Categories" (ex. Bills, Food, Fun, Transportation etc.)
Create your root tags with names identical to the "Categories" above (ex. Bills, Food, Fun, Transportation etc.) (This is useful because selecting a "Tg" will automatically select the "Category".)
Create your child tags for granularity (ex. Electricity, Heating, Internet with the parent tag Bills). It's a good idea to remember these names and use them with the assistant for super fast expense tracking
Create a tag, name it "todo", and set the "Mark as to-do" field to Yes. Add this tag to any transaction that will be edited later. Ex. You paid dinner for multiple people and some will give you the money back later. Or you buy multiple shoes and return some of them. All these transactions will show up on your dashboard.
Go to Settings -> New transaction defaults -> Set your default source account.
- (Optionally) If there are multiple users sharing an account you can create separate "tags" with their names. Then everyone can select their own for the "Auto tags" field.
Identify any transactions that you perform often but cannot be turned into "Reapeating transactions" because of irregularities. Create "templates" for them. The assistant can easily handle them as well.
For budgets you can setup "Rules" inside Firefly III. When a transaction is created, if it has a list of tags, asign it to your desiered budget.
Finally make the process of starting the app faster:
- [iOS] Create a home screen shortcut: open the app in Safari -> Share icon -> Add to Homescreen. The app will also show up in you iOS global search
- [iOS] [Optional] Add double tap shortcut:
  - Open Shortcuts app -> + -> Add action -> search for "Open URLs" -> Enter the pico deployment URL -> Tap toolbar and rename it to "Open Pico"
  - Open Settings -> Accesibility -> Touch -> Back tap -> Double tap -> Select the shortcut created above.

# cioraneanu's setup - Create asset accounts for everything (ex. one for every family member, one for each savings account). It's easier to not use any revenue/expense accounts; that way they will be threated as "cash" and you'll have one less field to fill inside transactions - Create your big, general "Categories" (ex. Bills, Food, Fun, Transportation etc.) - Create your root tags with names identical to the "Categories" above (ex. Bills, Food, Fun, Transportation etc.) (This is useful because selecting a "Tg" will automatically select the "Category".) - Create your child tags for granularity (ex. Electricity, Heating, Internet with the parent tag Bills). It's a good idea to remember these names and use them with the assistant for super fast expense tracking - Create a tag, name it "todo", and set the "Mark as to-do" field to Yes. Add this tag to any transaction that will be edited later. Ex. You paid dinner for multiple people and some will give you the money back later. Or you buy multiple shoes and return some of them. All these transactions will show up on your dashboard. - Go to Settings -> New transaction defaults -> Set your default source account. - (Optionally) If there are multiple users sharing an account you can create separate "tags" with their names. Then everyone can select their own for the "Auto tags" field. - Identify any transactions that you perform often but cannot be turned into "Reapeating transactions" because of irregularities. Create "templates" for them. The assistant can easily handle them as well. - For budgets you can setup "Rules" inside Firefly III. When a transaction is created, if it has a list of tags, asign it to your desiered budget. - Finally make the process of starting the app faster: - [iOS] Create a home screen shortcut: open the app in Safari -> Share icon -> Add to Homescreen. The app will also show up in you iOS global search - [iOS] [Optional] Add double tap shortcut: - Open Shortcuts app -> + -> Add action -> search for "Open URLs" -> Enter the pico deployment URL -> Tap toolbar and rename it to "Open Pico" - Open Settings -> Accesibility -> Touch -> Back tap -> Double tap -> Select the shortcut created above.

wi11-holdsworth commented

2026-02-10 23:47:50 +11:00

(Migrated from github.com)

https://codeberg.org/small-hack/open-slopware#budgeting