![\"TestMu](\"/_media/59e406ce9676e24c2e22.png\")
\n\n\n\n\n\n",
"documentId": "index",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/",
"markdown": "https://sourcey-firefly.pages.dev/index.md"
}
]
},
{
"id": "tutorials/index.md",
"kind": "page",
"title": "Tutorials",
"description": "Check out the following tutorials for Firefly III and the Data Importer.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/index.md",
"file": "tutorials/index.md",
"searchText": "\n# Tutorials {#tutorials}\n\n\nCheck out the following tutorials for **Firefly III** and the **Data Importer**.\n\nPlease take note that you can learn how to install **Firefly III** or the **Data Importer** from the **[how-to guides](/how-to/)**.\n\nThe menu on the left will guide you through the tutorial section.\n\nPopular choices are:\n\n1. Learn to [import a simple CSV file using the Data Importer](/tutorials/data-importer/csv/)\n2. Learn to [process refunds](/tutorials/finances/refund/)\n\nMore choices are in the menu.\n\n\n## Missing something? {#missing-something}\n\n\n- You think a specific tutorial should be written, and you wish to write it.\n- You think a specific tutorial should be written, and you don't wish to write it.\n- You spotted inaccuracies, improper grammar, or spelling mistakes.\n\nPlease start a [discussion](https://github.com/orgs/firefly-iii/discussions/new/choose). Your contributions are appreciated.\n\n\n## Would you like to know more? {#would-you-like-to-know-more}\n\n\nCheck out the [support page](/explanation/support/).\n",
"documentId": "tutorials",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/index.md"
}
]
},
{
"id": "tutorials/finances/first-steps/index.md",
"kind": "page",
"title": "My first accounts",
"description": "Let's assume you managed to install Firefly III using the how-to guides. You've got a working installation, and you're ready to go. What's next?",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/first-steps/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/first-steps/index.md",
"file": "tutorials/finances/first-steps/index.md",
"searchText": "\n# My first accounts {#my-first-accounts}\n\n\nLet's assume you managed to install Firefly III using the [how-to guides](/how-to/). You've got a working installation, and you're ready to go. What's next?\n\nIn this tutorial you will learn how to set up your first accounts, so they match your bank statements. You will also learn how to create some transactions.\n\nThis tutorial assumes you already registered yourself, which is the final step of the installation procedure. As you finish the installation and visit Firefly III for the *first* time, you will see a registration form. Fill it in to create your new account, if you have not already done so.\n\n\n## First setup {#first-setup}\n\n\nYou will see this screen when you run Firefly III for the first time (after registration):\n\n\n\nChoose your currency and language.\n\nFill in the name of your bank. If you know your bank account's balance, don't fill it in. Instead, fill in *yesterday's* balance. This will make sure you can create transactions from today. Firefly III will calculate today's balance for you, and this is a nice way to check if everything works as expected.\n\nSimilarly, fill in yesterday's savings account balance, if you happen to have a savings account.\n\n\n## Check for correctness {#check-for-correctness}\n\n\nOnce you have filled in these details, the home page of Firefly III greets you.\n\n\n\nIn the left menu, click Accounts > Asset accounts. Here you should see your bank accounts and some extra's, with yesterday's balance.\n\n\n## Would you like to learn more? {#would-you-like-to-learn-more}\n\n\n- [Tutorial: create accounts and transactions](/tutorials/finances/first-accounts/)\n- [How to organize transactions](/how-to/firefly-iii/finances/transactions/)\n\n\n",
"documentId": "tutorials/finances/first-steps",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/first-steps/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/first-steps/index.md"
}
]
},
{
"id": "tutorials/finances/first-accounts/index.md",
"kind": "page",
"title": "Create accounts and transactions",
"description": "Let's assume you managed to install Firefly III using the how-to guides",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/first-accounts/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/first-accounts/index.md",
"file": "tutorials/finances/first-accounts/index.md",
"searchText": "\n# Create accounts and transactions {#create-accounts-and-transactions}\n\n\nLet's assume you managed to install Firefly III using the [how-to guides](/how-to/)\n\nThis tutorial assumes you already registered yourself, as it is explained in the [how-to guides](/how-to/), and expands upon [\"my first accounts\"](/tutorials/finances/first-steps/) tutorial.\n\n\n## Create a transaction {#create-a-transaction}\n\n\nLet's create our first transaction. Use your bank statements to find out which transactions we can create. Since we entered yesterday's balance in the account form,\nit's best to recreate yesterday's transactions by hand. We can look into importing data later.\n\nClick the PLUS button in the top right corner next to your email address. Then click \"New withdrawal\". You will see this screen:\n\n\n\nThere are a lot of options to fill in, but we're going to stick to the basics for now.\n\n1. Under \"Description\", fill what the transaction was for. Example: \"Groceries\", \"this month's rent\" or \"present for my mom\".\n2. Under \"Source account\", use the keyboard to type your bank account name and select your main bank account from the list.\n3. Under \"Destination account\", type the name of the store where the transaction took place. For example: \"Walmart\", \"Amazon\" or \"MacDonalds\".\n\nUnder date, you select yesterday's date using the dropdown. You can also enter the time if you wish.\n\nUnder amount, you enter the amount. The amount must always be positive, even though this is a withdrawal.\n\nWe won't use the other fields for now. Scroll down if necessary and press \"Submit\".\n\n\n## Check the transaction {#check-the-transaction}\n\n\nYou can find the transaction on your home screen on the right, or by browsing to Transactions > Withdrawals.\n\n\n\n\n## Create more transactions {#create-more-transactions}\n\n\nJust keep pressing that \\(+\\) button to create more transactions. Keep the following rules in mind.\n\n1. New deposits need a new source account, the \"[revenue account](/references/firefly-iii/account-types/)\". To create it, just type the source of the money in the Source Account field. The account will be automatically created. For example, just type \"My job\" and the account will be created. The destination account must be your main asset account.\n2. Transfers between accounts can be recorded by making the source AND destination accounts point to one of your asset accounts.\n\nYou are free to add tags or set a category, but subscriptions, budgets and piggy banks need more work. We'll get to that later.\n\n\n## Validate balance {#validate-balance}\n\n\nBrowse to Accounts > Asset accounts. Here you should see your bank accounts and some extra's, with the correct balance.\n\n\n## Would you like to know more? {#would-you-like-to-know-more}\n\n\n- [How to organize transactions](/how-to/firefly-iii/finances/transactions/)\n- [How to manage budgets](/how-to/firefly-iii/finances/budgets/)\n- [More how to guides](/how-to/)\n",
"documentId": "tutorials/finances/first-accounts",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/first-accounts/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/first-accounts/index.md"
}
]
},
{
"id": "tutorials/finances/subscription/index.md",
"kind": "page",
"title": "Manage a subscription",
"description": "In the left-hand menu, go to Subscriptions, and press \"Create new subscription\". You can also use the right-hand menu, where you can press \"Create subscription\".",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/subscription/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/subscription/index.md",
"file": "tutorials/finances/subscription/index.md",
"searchText": "\n# Manage a subscription {#manage-a-subscription}\n\n\n\n\n> [!TIP]\n> I've not yet finished writing this tutorial. Some items may not be filled in yet. I apologize for the inconvenience. Please refer to the [support page](/explanation/support/) if you have questions.\n\n\n\nYou can use subscriptions to track regular income from your accounts to any third party. To read more about subscriptions, see also:\n\n- [An explanation about subscriptions](/explanation/financial-concepts/subscriptions/)\n- [How to manage subscriptions](/how-to/firefly-iii/finances/subscriptions/)\n\n\n## Create your first subscription {#create-your-first-subscription}\n\n\nIn the left-hand menu, go to Subscriptions, and press \"Create new subscription\". You can also use the right-hand menu, where you can press \"Create subscription\".\n\nIn either case, you see this screen:\n\n\n\nFill in the name and the minimum and maximum amounts of the subscription. The actual amount of a transaction linked to this subscription is always allowed to be more or less, but Firefly III will use the average of these two amounts as the expected amount when calculating expected spending for each period.\n\nBe sure to indicate when you expect this subscription to arrive for the first time. If this subscription is already running you can also add a date in the past. The important thing is that Firefly III knows on which day of the period the subscription is supposed to arrive. On the next line, you indicate how often the subscription arrives. The default is \"monthly\" but you see a few options.\n\nTo set a subscription bi-weekly, or every 3 days, use the \"skip\"-field. For a bi-weekly subscription, fill in 1.\n\nThe optional fields on the right allow you to give the subscription an end date and an extension date. If you set up notifications according to [how to set up notifications](/how-to/firefly-iii/advanced/notifications/), Firefly III will warn you about the subscription's expiry/extension date. You can also add a group to your subscription. Any group that doesn't exist yet will be created.\n\n\n### Create a rule {#create-a-rule}\n\n\nIf you press \"Store new subscription\" you get redirected to the form to create a new rule. You can read about this on the page [how to manage rules](/how-to/firefly-iii/features/rules/). \n\nFor this tutorial, we will skip this step. In the left-hand menu, click Subscriptions again.\n\n\n## See it in the overview {#see-it-in-the-overview}\n\n\nIn the overview, you will see your just-created subscription. It will look something like this:\n\n\n\nIf you click it, you will see the details of the subscription:\n\n\n\nOn the home page the subscription is also visible:\n\n\n\n\n## Link a transaction {#link-a-transaction}\n\n\nNow, if you make a withdrawal you can select the subscription to be linked to the transaction. Note that this will not work for transfers or deposits. You can only link subscriptions to withdrawals.\n\n\n\nNote that it doesn't matter if the amount is not right for the subscription (too much or too little). Firefly III will still link the subscription to the transaction. It's also okay to link transactions to a subscription that fall outside the subscription's schedule.\n\n\n## See subscriptions being paid {#see-subscriptions-being-paid}\n\n\nOn the subscriptions page, you can see that the transaction is linked to the subscription, and the subscription is now paid. You can also see the next expected payment date.\n\n\n\n\n\n\n## Look it up in reports {#look-it-up-in-reports}\n\n\nIf you go to the reports page, you can see the subscription in the \"default financial report\". The monthly overview features all subscriptions of that period and whether they were paid.\n\n\n",
"documentId": "tutorials/finances/subscription",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/subscription/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/subscription/index.md"
}
]
},
{
"id": "tutorials/finances/refund/index.md",
"kind": "page",
"title": "Process a refund",
"description": "This also applies to friends who pay you back (part of) an expense. Do you want to shrink the original expense or do you want to keep the whole expense and use the money as income?",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/refund/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/refund/index.md",
"file": "tutorials/finances/refund/index.md",
"searchText": "\n# Process a refund {#process-a-refund}\n\n\nHow you process refunds is a choice. Basically, you can:\n\n1. Make the original expense disappear\n2. Keep the original expense, use the money as \"income\"\n\nThis also applies to friends who pay you back (part of) an expense. Do you want to shrink the original expense or do you want to keep the whole expense and use the money as income?\n\nFirefly III does not offer the option to automatically merge two a refund into the original transaction. It's also different whether you create your transactions manually, or if you use the data importer to do this for you.\n\n\n## What do I do with people who pay me back? {#what-do-i-do-with-people-who-pay-me-back}\n\n\nLet's say you have a budget for \"Going out\", worth 100. You go out with some friends, and you offer to pay the bill, expecting your friends to pay you back later. The total bill is 120 with your three friends, who owe you 90 in total. So although you spent € 120 (overspending your budget with € 20), your actual costs are a mere € 30. What to do?\n\nIt's important that Firefly III won't do anything. You can't correct your budget with income, so your budget will appear to have been overspent with € 20. But you can correct this yourself. How exactly is entirely up to you.\n\n1. You increase the budget with € 90 to a total of € 190. This means you still have € 70 to spend (€ 190 - € 120) but your budget is changed.\n2. You edit the expense, so it lists € 30 instead of € 120. This means you don't have to change the budget, but also means you ignore the deposits from your friends.\n\nIt's up to you what you do. _Personally_, I do nr. 2. It means that Firefly III shows me what I actually spent, and my own income isn't skewed by what people pay me back.\n\n\n## How do I handle (partial) refunds? {#how-do-i-handle-partial-refunds}\n\n\nYou may get a partial refund from a vendor. If you add this money as a deposit, the original transaction will not change. Your budgets will also still be affected. It's up to you to manage this, according to your preference. The expense account and revenue account cannot be merged. You cannot create a split transaction of different types (one withdrawal, one deposit).\n\n1. Update the original transaction to be the amount minus the refund. That way, it's like you never spent the money.\n2. Add a deposit for the refund, and increase your budget to match the new room for expenses you just created. It will still show up in reports as if you spent more than you did.\n\nGenerally, the first method is recommended when the vendor makes a mistake. The second one is recommended when you overspent.\n\n\n## What do I do with cashback actions? {#what-do-i-do-with-cashback-actions}\n\n\nWhen you buy a new 500 TV, and they give you a 50 cashback. What do you do?\n\n1. Register an 500 withdrawal for the TV and a 50 deposit for the cashback.\n2. Register just the withdrawal at 450.\n\nBoth options are valid. You can't merge these in one transaction. But less is more, and I suggest the second option. That way you have less transactions to manage and the price you actually paid for the television is reflected in the transaction.\n\nWhen you use the cashback to buy something else at a discount, apply the difference in the second transaction. So if you were able to buy a 90 blender for 40 with the cashback from the TV, make a withdrawal for 40.\n",
"documentId": "tutorials/finances/refund",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/refund/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/refund/index.md"
}
]
},
{
"id": "tutorials/finances/mortgage/index.md",
"kind": "page",
"title": "Manage your mortgage",
"description": "There are multiple ways to manage your mortgage in Firefly III. The method illustrated on this page focuses on ensuring that all transactions are part of a budget, and categorized.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/mortgage/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/mortgage/index.md",
"file": "tutorials/finances/mortgage/index.md",
"searchText": "\n# Manage your mortgage {#manage-your-mortgage}\n\n\nThere are multiple ways to manage your mortgage in Firefly III. The method illustrated on this page focuses on ensuring that all transactions are part of a budget, and categorized.\n\n\n## Create a mortgage account {#create-a-mortgage-account}\n\n\nYour mortgage loans should be created as a liability account. You can do that on the Liabilities page. For more information, see [how to manage liabilities](/how-to/firefly-iii/finances/liabilities/).\n\n\n\n> [!TIP]\n> At this point it's optional but smart to buy a house to pay a mortgage on.\n\n\n\n\n## Paying your mortgage {#paying-your-mortgage}\n\n\nYou can pay off your mortgage in several ways. Here are the most used ones.\n\n\n### A mortgage payment which is entirely interest {#a-mortgage-payment-which-is-entirely-interest}\nTo manage a mortgage payment that is entirely interest, you have three options. \n\n1. Create a withdrawal from an asset account to your bank's expense account. This is useful when you pay the interest entirely out of your own pocket. The transaction will not be recorded under your mortgage but the amount due of your mortgage will also not decrease (or increase).\n2. Send the interest payment as a withdrawal from your asset account to your mortgage, and then create a second withdrawal from your mortgage to the bank. The difference with the previous method is that the transaction is *also* recorded under your mortgage account.\n3. Send the interest payment as a withdrawal directly from your mortgage to your bank. This essentially results in a higher \"amount due\", but you can always correct this later (as detailed in item 2).\n\nDepending on your own goals of tracking and granularity, you can either use a shared expense account for all interest payments (of all your liabilities) or create a unique expense account for this particular liability. You would be able to track this over time either way.\n\n\n### Mortgage payment is split partly interest and part principal {#mortgage-payment-is-split-partly-interest-and-part-principal}\n* Create two transactions, or a single split transaction.\n * Interest is treated as above, from an asset account to an expense account.\n * The principal amount (that will reduce your mortgage), from your asset account to your Mortgage Liability account.\n\n\n### Mortgage payment is only principal(extra payment to reduce mortgage) {#mortgage-payment-is-only-principalextra-payment-to-reduce-mortgage}\n* Create a transaction that goes from your asset account to your liability account.\n\n\n## Budgets and Categories {#budgets-and-categories}\n\n\nIt is your choice whether to have separate budgets/categories for interest/principle, or combined, or a mix. \n\nDepending on your choice, you can leverage the reports for insights over time. Personally, I use one budget for all mortgage transactions, but different categories to show my interest vs principle over time. \n\n\n## See the result {#see-the-result}\n\n\nOver time, you'll see your mortgage liability account balance decrease as you make principal payments. You can also generate reports to see how much you've paid in interest versus principal over any time period.\n\n\n## Would you like to know more? {#would-you-like-to-know-more}\n\n\n- [How to manage liabilities](/how-to/firefly-iii/finances/liabilities/)\n- [How to manage budgets](/how-to/firefly-iii/finances/budgets/)\n- [How to organize transactions](/how-to/firefly-iii/finances/transactions/)\n",
"documentId": "tutorials/finances/mortgage",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/mortgage/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/mortgage/index.md"
}
]
},
{
"id": "tutorials/finances/currencies/index.md",
"kind": "page",
"title": "Manage multiple currencies",
"description": "Firefly III supports many currencies, and you can add custom currencies as well. This tutorial explains something about it and also shows you the system's quirks when doing so.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/currencies/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/currencies/index.md",
"file": "tutorials/finances/currencies/index.md",
"searchText": "\n# Manage multiple currencies {#manage-multiple-currencies}\n\n\nFirefly III supports many currencies, and you can add custom currencies as well. This tutorial explains something about it and also shows you the system's quirks when doing so.\n\n\n## View available currencies {#view-available-currencies}\n\n\nGo to Options > Currencies in the left-hand menu. Here you can see all available and enabled currencies. By default, only one currency is enabled. Press the \"Enable\" button to enable a currency.\n\n\n\n\n## Add a custom currency {#add-a-custom-currency}\n\n\nTo add a currency click \"Create a new currency\". The form is simple enough. Use [a three-letter code from this list](https://en.wikipedia.org/wiki/ISO_4217#List_of_ISO_4217_currency_codes).\n\nThe number of decimals is almost always 2, but some cryptocurrencies require more decimals. The maximum is 12.\n\nThe symbol is what's used in most overviews and charts. If you have multiple currencies using the same symbol (for example the US and Australian dollar), you can choose to add an identifying letter: US$ and A$.\n\n(TODO add screenshot)\n\n\n## Create a multi-currency transaction {#create-a-multi-currency-transaction}\n\n\nWhen you create a new transaction, you have the option to add a foreign amount. The currencies that are enabled are options in the list. If you select a foreign currency, you must also enter the foreign amount.\n\n(TODO add screenshot)\n\n(TODO add screenshot of the result)\n\n\n## Create an asset account with another currency {#create-an-asset-account-with-another-currency}\n\n\nWhen you create an asset account, you can select the currency of the account. This is the currency that will be used for the account. You can only select currencies that are enabled.\n\n(TODO add screenshot)\n\n\n### Transfer between asset accounts in different currencies {#transfer-between-asset-accounts-in-different-currencies}\n\n\nWhen you transfer money between two asset accounts with different currencies, you must set the amount of the transfer in both currencies. The balances of each account will be updated accordingly:\n\n(TODO add screenshot)\n\n\n## Quirks {#quirks}\n\n\n(TODO chart example in FAQ)\n\n(TODO this is more of a how-to than a tutorial)\n",
"documentId": "tutorials/finances/currencies",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/finances/currencies/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/finances/currencies/index.md"
}
]
},
{
"id": "tutorials/firefly-iii/importing-data/index.md",
"kind": "page",
"title": "Importing data",
"description": "(TODO link to other tutorials)",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/firefly-iii/importing-data/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/firefly-iii/importing-data/index.md",
"file": "tutorials/firefly-iii/importing-data/index.md",
"searchText": "\n# Importing data {#importing-data}\n\n\n\n\n> [!TIP]\n> I've not yet finished writing this tutorial. Some items may not be filled in yet. I apologize for the inconvenience. Please refer to the [support page](/explanation/support/) if you have questions.\n\n\n\n\n# Introduction {#introduction}\n\n\n(TODO link to other tutorials)\n\nIn order to import transactions into Firefly III, you'll have to install the Firefly III Data Importer. This app connects to the [Firefly III API](/api/).\n\nFirefly III and the Data Importer are two different applications.\n\nThis data importer is a universal importer, which means it can import from any sources you can think of. And if it can't, well then drop me a line and make me add your favorite data source.\n\nThe data import supports a variety of sources:\n\n- You can import **CSV files** from *any* source: your bank, YNAB, Tiller or any other source of financial data.\n- You can import from your bank directly using a secure connection.\n- You can set it up to run daily or weekly to keep Firefly III up to date.\n\n\n## Other import tools {#other-import-tools}\n\n\nThe documentation for the Data Importer lists [other tools](/references/data-importer/third-party-tools/) that you can use to import data.\n\n\n## Custom importing {#custom-importing}\n\n\nIf none of these import methods support your bank or financial organisation, please check out the [API](/references/firefly-iii/api/).\n",
"documentId": "tutorials/firefly-iii/importing-data",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/firefly-iii/importing-data/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/firefly-iii/importing-data/index.md"
}
]
},
{
"id": "tutorials/firefly-iii/exporting-data/index.md",
"kind": "page",
"title": "Exporting data",
"description": "(TODO write tutorial structure and incorporate info below)",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/firefly-iii/exporting-data/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/firefly-iii/exporting-data/index.md",
"file": "tutorials/firefly-iii/exporting-data/index.md",
"searchText": "\n# Exporting data {#exporting-data}\n\n\n\n\n> [!TIP]\n> I've not yet finished writing this tutorial. Some items may not be filled in yet. I apologize for the inconvenience. Please refer to the [support page](/explanation/support/) if you have questions.\n\n\n\n(TODO write tutorial structure and incorporate info below)\n\nFirefly III lets you export transactions and other data to CSV files.\n\n\n\n> [!WARNING]\n> Don't use this feature to back up your data. Backup the database instead. You may not be able to restore everything when you try to import the generated files.\n\n\n\n\n## Basic export {#basic-export}\n\n\nGo to `/export` in your Firefly III installation, or follow the menu under \"import and export\".\n\nHere you'll find a button that you can use to export all of your transactions. This may take some time, and your installation may time out.\n\nIf you want more fine-grained control over the export, or if you want to export other files as well, please use the command line options.\n\n\n## Command line {#command-line}\n\n\nThe basic command for the command line is this: `php artisan firefly-iii:export-data`. Without a date or other options it won't do anything. Refer to the options below.\n\nWhat the file name will be, depends on what you export. The basic format is like called `yyyy_mm_dd_transactions.csv`.\n\nYou can use the following options to configure the export.\n\n* `--start=yyyy-mm-dd`. Start date of the export. This applies to transactions only.\n* `--end=yyyy-mm-dd`. Start date of the export. This applies to transactions only.\n* `--accounts=1,2,3,4`. Only include these asset accounts or liabilities in the export of transactions. Comma separated list of ID's. This applies to transactions only.\n* `--export_directory=./`. Where to store the files. Must be writeable. Defaults to `./` (the current directory).\n\nYou can set what to export using the following flags:\n\n* `--export-accounts`. Creates a separate file with all your accounts and some metadata.\n* `--export-budgets`. Creates a separate file with all your budgets and some metadata.\n* `--export-categories`. Creates a separate file with all your categories and some metadata.\n* `--export-tags`. Creates a separate file with all your tags and some metadata.\n* `--export-recurring`. Creates a separate file with all your recurring transactions and some metadata.\n* `--export-rules`. Creates a separate file with all your rules and some metadata.\n* `--export-subscriptions`. Creates a separate file with all your subscriptions and some metadata.\n* `--export-piggies`. Creates a separate file with all your piggy banks and some metadata.\n* `--export-transactions`. Creates a separate file with all your transactions and some metadata.\n\nIf you add none of these flags, Firefly III will export nothing.\n\nFirefly III does not have the functionality to import this data. If you need to back up or migrate your data, backup and restore your database directly.\n",
"documentId": "tutorials/firefly-iii/exporting-data",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/firefly-iii/exporting-data/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/firefly-iii/exporting-data/index.md"
}
]
},
{
"id": "tutorials/data-importer/csv/index.md",
"kind": "page",
"title": "Import a basic CSV file",
"description": "Browse to importer, select CSV, upload a CSV file.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/data-importer/csv/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/data-importer/csv/index.md",
"file": "tutorials/data-importer/csv/index.md",
"searchText": "\n# Import a basic CSV file {#import-a-basic-csv-file}\n\n\n\n\n> [!TIP]\n> I've not yet finished writing this tutorial. Some items may not be filled in yet. I apologize for the inconvenience. Please refer to the [support page](/explanation/support/) if you have questions.\n\n\n\n\n## Select a data source {#select-a-data-source}\n\n\n- Link to how to install the data importer\n\nBrowse to importer, select CSV, upload a CSV file.\n\n![Select import routine](/_media/ad7da28f0ad251d3a917.png \"Select import routine\")\n\n\n## Import a CSV file or a camt.053 file {#import-a-csv-file-or-a-camt053-file}\n\n\nYou have to upload the file you wish to import. \n\n\n\n> [!IMPORTANT]\n> **A note when importing CSV files**\n>\n> If the file contains any lines before the data starts, you must remove them manually. If there are extra headers (for example every 100 rows) you'll have to delete those too.\n\n\n\nThere may be a standard configuration file for your bank in **[this GitHub repository](https://github.com/firefly-iii/import-configurations)**. If not, it is OK to continue without a configuration file.\n\n![Upload CSV](/_media/915a46723f5261f76aad.png \"Upload CSV\")\n\n\n## Configure the import {#configure-the-import}\n\n\nThe options on this page are explained on the page [how to import a file](/how-to/data-importer/import/file/). The most important options are:\n\n- The delimiter (comma's, semicolons or something else)\n- Headers, yes or no?\n\n\n### Duplicate transaction detection {#duplicate-transaction-detection}\n\n\nFor now, select \"content-based duplicate detection\". You can learn [how duplicate detection works](/how-to/data-importer/import/duplicates/).\n\n\n## Column roles {#column-roles}\n\n\nYou have to tell the Firefly III data importer what each column means. The page looks something like this:\n\n\n\nEach column must be given a role. You can of course, choose to ignore a column. These are the roles that you can choose from:\n\n\n## Map data {#map-data}\n\n\nIf you import data, you can \"map\" the data found to data already present in Firefly III. You can use this to map account names in the CSV or camt.053 file to account names already in Firefly III. If you do not map data, Firefly III will make one-on-one to existing or to be created data.\n\nTo read more about this, read the [how to map data](/how-to/data-importer/import/map-data/).\n\n\n## Import {#import}\n\n\nThe import process consists of two steps. First a conversion and data validation. Then, the data will actually be sent to Firefly III.\n\nPress \"Start Job\" to start the conversion and validation process. If this is successful, you can press \"Start Job\" after a few moments to import the data.\n\nEach step can run into plenty of errors. Most of them are documented in [this FAQ](/references/faq/data-importer/import/), but I'm pretty sure I missed a few. Please refer to the [support page](/explanation/support/) if you need help.\n",
"documentId": "tutorials/data-importer/csv",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/data-importer/csv/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/data-importer/csv/index.md"
}
]
},
{
"id": "tutorials/data-importer/camt/index.md",
"kind": "page",
"title": "Import a CAMT.05x file",
"description": "Import a CAMT.05x file",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/data-importer/camt/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/data-importer/camt/index.md",
"file": "tutorials/data-importer/camt/index.md",
"searchText": "",
"documentId": "tutorials/data-importer/camt",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/data-importer/camt/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/data-importer/camt/index.md"
}
]
},
{
"id": "tutorials/data-importer/data-providers/index.md",
"kind": "page",
"title": "What are data providers?",
"description": "When you are managing your finances with Firefly III, you don't want to enter all your transactions manually. The data importer can help you with that. It can import CSV files and CAMT.05x files which are provided by most (if not all) banks to import data into Firefly III.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/data-importer/data-providers/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/data-importer/data-providers/index.md",
"file": "tutorials/data-importer/data-providers/index.md",
"searchText": "\n# What are data providers? {#what-are-data-providers}\n\n\nWhen you are managing your finances with Firefly III, you don't want to enter all your transactions manually. The data importer can help you with that. It can import [CSV files](/tutorials/data-importer/csv/) and [CAMT.05x files](/tutorials/data-importer/camt/) which are provided by most (if not all) banks to import data into Firefly III.\n\n\n## But I want more automation! {#but-i-want-more-automation}\n\n\nYou're in luck! In the navigation (on most devices you will find this on the left side of your screen), you will find menu items for all currently supported data providers and how to use them to import data into Firefly III.\n\n\n\n> [!WARNING]\n> I have not finished all tutorials yet, my apologies for the wait.\n\n",
"documentId": "tutorials/data-importer/data-providers",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/data-importer/data-providers/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/data-importer/data-providers/index.md"
}
]
},
{
"id": "tutorials/data-importer/basiq/index.md",
"kind": "page",
"title": "basiq.io",
"description": "I have not yet finished the integration for this data provider. Once I have, the tutorial will follow.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/data-importer/basiq/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/data-importer/basiq/index.md",
"file": "tutorials/data-importer/basiq/index.md",
"searchText": "\n# basiq.io {#basiqio}\n\n\nI have not yet finished the integration for this data provider. Once I have, the tutorial will follow.",
"documentId": "tutorials/data-importer/basiq",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/tutorials/data-importer/basiq/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/data-importer/basiq/index.md"
}
]
},
{
"id": "tutorials/data-importer/eb/index.md",
"kind": "page",
"title": "Enable Banking",
"description": "Enable Banking is a European open banking aggregator that connects to 2500+ banks across 29 European countries using official PSD2 APIs. This tutorial guides you through setting up Enable Banking with the Firefly III Data Importer.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/tutorials/data-importer/eb/",
"markdown": "https://sourcey-firefly.pages.dev/tutorials/data-importer/eb/index.md",
"file": "tutorials/data-importer/eb/index.md",
"searchText": "\n# Enable Banking {#enable-banking}\n\n\n[Enable Banking](https://enablebanking.com/) is a European open banking aggregator that connects to 2500+ banks\nacross 29 European countries using official PSD2 APIs. This tutorial guides you through setting up Enable Banking\nwith the Firefly III Data Importer.\n\nEnable Banking offers a **free restricted mode** that allows you to access your own bank accounts without a paid\nsubscription. In this mode, you can only access accounts that you have previously linked in the Enable Banking\nportal. This is perfect for personal finance management with Firefly III.\n\n\n\n> [!WARNING]\n> **Restricted Mode Limitations**\n>\n> In restricted mode, you will **only** be able to access bank accounts that you have explicitly linked in the\n> Enable Banking portal. If you skip the account linking step, no accounts will be returned during import.\n\n\n\n\n## Create an Enable Banking account {#create-an-enable-banking-account}\n\n\n1. Go to [enablebanking.com](https://enablebanking.com/) and click \"Get Started\"\n2. Fill in the registration form with your details\n3. Wait for a confirmation email from Enable Banking (this may take some time)\n4. Once you receive the email, follow the instructions to access your Enable Banking Control Panel\n\n\n## Create an application {#create-an-application}\n\n\nIn the Enable Banking Control Panel, you need to create an application that will be used to connect to your bank\naccounts.\n\n1. Navigate to \"API Applications\" in the top menu\n2. Fill the \"Add a new application\" form:\n - **Environment**: Select \"Production\" (not Sandbox) if you want to access real bank data\n - **Private key generation**: Keep the default option \"Generate in the browser (using SubtleCrypto) and export\n private key\"\n - **Application Name**: Give it a descriptive name like \"Firefly III Data Import\"\n - **Allowed Redirect URLs**: Enter `https://\n\n\n\n\n\n## Contributing code text and documentation to Firefly III {#contributing-code-text-and-documentation-to-firefly-iii}\n\n\nThe text of the [contribution guidelines can be found on a dedicated page](/explanation/contributing/).\n\n\n### Rules {#rules}\n\n\n- Read [Google's guidelines for inclusive documentation](https://developers.google.com/style/inclusive-documentation).\n- It's \"Firefly III\". Nothing else will be accepted.\n- Do not use terminology like \"just\", \"simple\", \"easy\", or \"all you have to do\".\n- Be informal and encouraging.\n- Never be angry in your tone of voice when writing.\n\n\n## Credits {#credits}\n\n\nFirefly III uses the following libraries and tools:\n\n* The AdminLTE template by [Almsaseed Studio](https://almsaeedstudio.com/)\n* [Chart.js](http://www.chartjs.org/)\n* [Bootstrap](http://getbootstrap.com/)\n* [Laravel](http://laravel.com/)\n* [Twig](http://twig.sensiolabs.org/)\n* For development, some excellent tools made by [Barry van den Heuvel](https://github.com/barryvdh)\n* [Bootstrap sortable](https://github.com/drvic10k/bootstrap-sortable). by [Matúš Brliť](https://github.com/drvic10k)\n* [Date range picker](https://github.com/dangrossman/bootstrap-daterangepicker/) by [Dan Grossman](https://github.com/dangrossman)\n* The [real favicon generator](http://realfavicongenerator.net/)\n* The favicon has been made by [Smashicons](https://www.flaticon.com/authors/smashicons).\n* Alternative icon has been made by [Freepik](http://www.freepik.com).\n* The cute piggy is by [Fabian Blank](https://unsplash.com/collections/388522/money-revenue).\n* Various other open source components (see [composer.json](https://github.com/firefly-iii/firefly-iii/blob/main/composer.json))\n* CSV file icon made by [Smashicons](https://www.flaticon.com/authors/smashicons).\n\n\n## License {#license}\n\n\nFirefly III is licensed under the [GNU Affero General Public License v3.0](https://github.com/firefly-iii/firefly-iii/blob/main/LICENSE) (or later). [Read more about this](/explanation/more-information/license/).\n",
"documentId": "explanation/support",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/support/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/support/index.md"
}
]
},
{
"id": "explanation/index.md",
"kind": "page",
"title": "Explanation",
"description": "If you want to know more about Firefly III or the Data Importer in general, or you're just browsing around, check out the menu on the left.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/index.md",
"file": "explanation/index.md",
"searchText": "\n# Explanation {#explanation}\n\n\nIf you want to know more about Firefly III or the Data Importer in general, or you're just browsing around, check out the menu on the left.\n\nPopular pages include:\n\n1. Financial concepts such as [transactions](/explanation/financial-concepts/transactions/) and [liabilities](/explanation/financial-concepts/liabilities/)\n2. [Security](/explanation/more-information/security/)\n3. [Zero based budgeting](/explanation/firefly-iii/background/zero-based-budgeting/)\n\n\n## Missing something? {#missing-something}\n\n\n1. You're missing specific explanations or information, and you wish to write it\n2. You don't want to write it, but you still miss specific information\n3. You spot inaccuracies, terrible grammar or spelling mistakes\n\nPlease open an [issue on GitHub](https://github.com/firefly-iii/firefly-iii/issues/new?assignees=&labels=&projects=&template=fr.yml). Your contributions are appreciated.\n\n\n## Would you like to know more? {#would-you-like-to-know-more}\n\n\nCheck out the [support page](/explanation/support/).\n",
"documentId": "explanation",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/index.md"
}
]
},
{
"id": "explanation/data-classification/best-practices/index.md",
"kind": "page",
"title": "Best practices",
"description": "Depending on what financial application you're used to organizing your data with, you will find that Firefly III can be a little bit different.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/data-classification/best-practices/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-classification/best-practices/index.md",
"file": "explanation/data-classification/best-practices/index.md",
"searchText": "\n# Best practices {#best-practices}\n\n\nDepending on what financial application you're used to organizing your data with, you will find that Firefly III can be a little bit different.\n\nThis page tries to explain the most common use cases in transaction and financial management in Firefly III, and how to use the financial concepts Firefly III has. \n\nSee also the page [organizing transactions](/explanation/data-classification/what-to-use/) which tells you what each field in a transaction can be used for.\n\n\n## Transaction management {#transaction-management}\n\n\nA transaction is a single withdrawal or income or transfer between two accounts. Contrary to systems like GNUcash the opposing account is as simple as the name of a store or one or your asset accounts. \n\nThe description, source account, amount and destination account should tell you what the transaction is about, i.e. \"14,95 EUR from Main Asset Account to Albert Heijn.\"\n\nExtra information can be stored in the budget, category and tag fields of the transaction. You can also add notes, but they are only visible when you view the transaction itself. \n\nTry to be descriptive, give transactions at least a budget so you have the grand scheme of things recorded. \n\n\n## How do I know how much I saved? {#how-do-i-know-how-much-i-saved}\n\n\nFirefly III does not have \"buckets\" like zero-based budgeting does. As a rule, the money in your asset or savings accounts is not \"divided\" like that. However, you can create piggy banks which is actually the \"buckets\" you might be looking for. \n\nCreate a piggy bank for a specific target or goal, with or without an upper limit and connect it to your savings account. Any new money then sent to your savings account is then ready to be divided over these piggy banks.\n\nMoney in piggy banks is not subtracted from your total balance, or blocked from spending or anything like that. If you divide your money over piggy banks you won't see a balance of zero, for example. \n\n\n## How do I know how much I can spend? {#how-do-i-know-how-much-i-can-spend}\n\n\nUse budgets. Make sure the amount of money on your bank account is the same as you have budgeted. If you budget for a total of € 2000,-, start the month with that amount in your account. Or if not, budgets are the way to track your expenses.\n",
"documentId": "explanation/data-classification/best-practices",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/data-classification/best-practices/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-classification/best-practices/index.md"
}
]
},
{
"id": "explanation/data-classification/what-to-use/index.md",
"kind": "page",
"title": "Data classification",
"description": "In order to make sure you organize your transactions right, use the following guidelines to make sure the granularity of your transactions (and other data) is correct.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/data-classification/what-to-use/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-classification/what-to-use/index.md",
"file": "explanation/data-classification/what-to-use/index.md",
"searchText": "\n# Data classification {#data-classification}\n\n\nIn order to make sure you organize your transactions right, use the following guidelines to make sure the granularity of your transactions (and other data) is correct.\n\n\n## Accounts {#accounts}\n\n\nYou should have one asset [account](/explanation/financial-concepts/accounts/) per actual account that you have. If your bank supports sub-accounts, you can also make asset accounts for those.\n\nPersonally, I make separate *expense accounts* for each store and merchant I buy stuff from. So, bol.com, Albert Heijn, Zalando, are all separate expense accounts. The same applies to *revenue accounts*.\n\nOptionally, you can lump all these expenses together under one expense account called \"Daily shopping expenses\", it's up to you.\n\nI do the same thing for revenue accounts, to track where my money is coming from: \"JobGiver Inc.\", \"GitHub\", and friends that pay me back are all separate revenue accounts. \n\nOne personal exception: I lump together all payments from payment request services. Famous ones include \"Tikkie\" and \"Venmo\". I organized a goodbye party for a colleague from work and I didn't really feel like creating or managing dozens of one-time revenue accounts. So now I just have one revenue account called \"Tikkie\".\n\n\n## Budgets {#budgets}\n\n\nBudgets are the only option you have that allows you to set an upper limit on your spending. So, track money in broad strokes using budgets: groceries, cost-of-living (rent etc), going out, car.\n\nTracking smaller things is possible (personal hygiene expenses, gardening tools) but does mean you have to budget for all these types of expenses.\n\nIntermittent expenses (less than twice a month) are not really suited to be tracked in a budget. Use a catch-all budget like groceries or something encompassing like \"everything else.\"\n\n\n## Categories {#categories}\n\n\nUse categories to be more specific in the organization of your expenses. Within the scope of your budget if necessary. \"Daily groceries\", \"personal hygiene\" or \"vegetables\" are categories that are fine, and can be combined with a budget like \"daily groceries.\"\n\nYou can't force a subset of categories for specific budgets though.\n\n\n## Tags {#tags}\n\n\nUse tags to be judgy about your expenses. I have a tag `bad buy 2026`, and similar tags for previous years. As you can imagine, I track my bad buys using this tag. It's also possible to use the [product manager](https://github.com/JC5/product-manager/) or similar tools to organize your data in tags.\n\n\n## Object groups {#object-groups}\n\n\nObject groups are a option for piggy banks and bills, and not used elsewhere. Use them to group things together.\n",
"documentId": "explanation/data-classification/what-to-use",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/data-classification/what-to-use/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-classification/what-to-use/index.md"
}
]
},
{
"id": "explanation/financial-concepts/administrations/index.md",
"kind": "page",
"title": "Financial administrations",
"description": "Firefly III is working towards support for multiple financial administrations. This means that you will be able to keep track of multiple separated financial sets of data. For example, you could manage your personal finances and the finances you share with your partner in the same Firefly III installation.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/administrations/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/administrations/index.md",
"file": "explanation/financial-concepts/administrations/index.md",
"searchText": "\n# Financial administrations {#financial-administrations}\n\n\nFirefly III is working towards support for multiple financial administrations. This means that you will be able to keep track of multiple separated financial sets of data. For example, you could manage your personal finances and the finances you share with your partner in the same Firefly III installation.\n\nNaturally, this means that you can share a financial administration, so two or more people work on the same set of records. This is not yet finished work, I'm still building this.\n\n\n## Administration settings {#administration-settings}\n\n\nFor now, under the \"Financial administrations\" entry in the left hand menu (or `/administrations`), you can set the primary currency for your administration. This is the currency that all your accounts and transactions will be in by default. You can also create transactions in any other currency, but this will be the default.\n\nThis setting, for those of you who are familiar with it, replaces the \"default currency\" setting that was places under [Currencies](/explanation/financial-concepts/currencies/) (`/currencies`).\n\nOnce this feature is finished, more information will be added to this page.\n",
"documentId": "explanation/financial-concepts/administrations",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/administrations/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/administrations/index.md"
}
]
},
{
"id": "explanation/financial-concepts/transactions/index.md",
"kind": "page",
"title": "Transactions",
"description": "Each transaction is stored twice. Once as a loss (for one party), and once as a profit (for the other party). This seems pretty pointless, and technically it is. But it was designed back when clerks could be fraudulent and this double-entry system stopped fraud. In these modern days it is useful to check if all records are straight.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/transactions/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/transactions/index.md",
"file": "explanation/financial-concepts/transactions/index.md",
"searchText": "\n# Transactions {#transactions}\n\n\nSee also: \n\n- [Tutorial: Create accounts and transactions](/tutorials/finances/first-steps/)\n- [How to organize transactions](/how-to/firefly-iii/finances/transactions/)\n- [A reference to all transaction types](/references/firefly-iii/transaction-types/)\n\n\n## What is a transaction in Firefly III? {#what-is-a-transaction-in-firefly-iii}\n\n\nMoney moves from A to B. It doesn't matter if this is an expense, your salary or you moving money around: _money moves from A to B_:\n\n\n\n\n\nIn Firefly III and most other systems this is stored using a \"[double-entry bookkeeping system](http://en.wikipedia.org/wiki/Double-entry_bookkeeping_system)\". You get money and your boss loses it. You spend money and the Supermarket \"earns\" it:\n\n\n\n\n\nEach transaction is stored twice. Once as a loss (for one party), and once as a profit (for the other party). This seems pretty pointless, and technically it is. But it was designed back when clerks could be fraudulent and this double-entry system stopped fraud. In these modern days it is useful to check if all records are straight.\n\nIt is also useful when transferring money back and forth between your own accounts. This is the same as spending money. It's all moving money around. This helps maintain the internal consistency of the database.\n\n\n## What are split transactions? {#what-are-split-transactions}\n\n\nWhat has been described here are \"singular transactions\". Firefly III stores each financial transaction in a journal. Each journal contains two \"transactions\". One takes money (-250 from your bank account) and the other one puts it into another account (+250 for Amazon.com).\n\nYou can verify this by counting. There are always twice as many \"transactions\" as there are \"journals\" in your database.\n\nThis way, Firefly III tries to stay true to what a financial transaction is, which is kind of singular. Money moves from A to B, end of story. Nothing more.\n\nHowever, often an expense tells a story. Take grocery receipts for example. It's one expense sure, but it consists of many parts. And when you buy aspirin and bread at the same time, you might want to split the expense over two budgets, medication and groceries. A single expense would make you lose information.\n\nLikewise, your salary may have multiple components. Your base salary may be 1200. Plus 100 bonus. Etc. All that information is lost when you enter it using a singular, not split deposit.\n\n\n\nAny time you create a deposit, transfer or a withdrawal, Firefly III lets you **split** a transaction into multiple parts. When you do this, you can:\n\n* Assign part of an expense to a budget;\n* Assign different revenue accounts to parts of a deposit.\n* Categorize money differently.\n\nYou can split your entire groceries-receipt into small \"sub\"-transactions. Or you can specify each component of your salary.\n\n\n### Constraints {#constraints}\n\n\nIt's important to realise the following constraints when dealing with split transactions.\n\n* When making an expense (withdrawal), you can only split the destination accounts, not the source accounts. You can't create one expense that originates from two or three asset accounts. But you can divide a withdrawal over several expense accounts. You can split your groceries over several departments, but you can't pay a bill from two asset accounts.\n* Deposits must end up in one asset account. You can't make a deposit from one revenue accounts and split it over separate asset accounts. Your salary, when divided over different splits, must end up in one asset account.\n* Transfers can be split, but all splits must have the same source + destination.\n",
"documentId": "explanation/financial-concepts/transactions",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/transactions/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/transactions/index.md"
}
]
},
{
"id": "explanation/financial-concepts/accounts/index.md",
"kind": "page",
"title": "Accounts",
"description": "And many more subjects under the how-to and tutorial sections.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/accounts/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/accounts/index.md",
"file": "explanation/financial-concepts/accounts/index.md",
"searchText": "\n# Accounts {#accounts}\n\n\nSee also:\n\n- [Reference: all account types](/references/firefly-iii/account-types/)\n- [How-to: reconcile accounts](/how-to/firefly-iii/finances/reconcile/)\n- [Tutorial: my first accounts](/tutorials/finances/first-accounts/)\n\nAnd many more subjects under the [how-to](/how-to/) and [tutorial](/tutorials/) sections.\n\nFirefly III has several types of accounts. This goes beyond your own bank accounts and credit cards. Accounts are one of the core concepts of Firefly III. In a double booking system, everything is related to an account. Accounts are the holders of transactions and each transaction in Firefly III must have a source and a destination account.\n\n\n## Unique account numbers and IBANs {#unique-account-numbers-and-ibans}\n\n\nFirefly III will not let you create multiple accounts with the same IBAN or account number. They have to be unique.\n\nOne exception exists for expense accounts and revenue accounts. As you have read, expense and revenue accounts are used as the opposing accounts for your transactions. But you may run into the situation where you have an expense account with the same name as a revenue account. For example, \"Government Tax Department\" which both *pays* you money and *gives* you money (but probably a lot less often).\n\nSuch accounts can share an IBAN or an account number. They don't need to have the same name.\n\nAsset accounts can't use an IBAN or an account number if it's taken by either an expense account a revenue account.\n\n\n## A note on your opening balance {#a-note-on-your-opening-balance}\n\n\nWhen you define an account's opening balance, you also have to set the date. Keep in mind that the opening balance is a transaction too. Let's say you set your opening balance to be 270- on December 1st. Trick question. What was your balance the week before, in November 27th? And assume no other transactions have been made.\n\nThe correct answer is: 0.00. Because the opening balance was posted one week later, the balance of the account _before_ the opening balance is zero.\n\nSo if you set an opening balance for an account and create transactions from before the opening balance, the running balance may not be what you expect.\n\n\n## Virtual balance {#virtual-balance}\n\n\nIf you set a virtual balance, that amount will always be added to the actual balance of the account. If your credit card limit is 1000, set a virtual balance of 1000.\n",
"documentId": "explanation/financial-concepts/accounts",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/accounts/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/accounts/index.md"
}
]
},
{
"id": "explanation/financial-concepts/budgets/index.md",
"kind": "page",
"title": "Budgets",
"description": "Budgets are an important part of Firefly III and an important way to keep track of your finances. In the core, a budget is just another identifier to link withdrawals (only withdrawals) together. Often used budgets are \"Groceries\" or \"Bills\". To make budgets more useful, you can assign a date range and an amount to a budget.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/budgets/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/budgets/index.md",
"file": "explanation/financial-concepts/budgets/index.md",
"searchText": "\n# Budgets {#budgets}\n\n\n\n## Introduction {#introduction}\n\n\nFirst of all, if you want to do specific things with budgets, check out:\n\n- [How-to manage budgets](/how-to/firefly-iii/finances/budgets/)\n- [How-to configure cron jobs](/how-to/firefly-iii/advanced/cron/)\n\nBudgets are an important part of Firefly III and an important way to keep track of your finances. In the core, a budget is just another identifier to link withdrawals (only withdrawals) together. Often used budgets are \"Groceries\" or \"Bills\". To make budgets more useful, you can assign a date range and an amount to a budget.\n\nSo, in Firefly III, you will get used to seeing budgets in the context of their name and the amount (left):\n\n1. Groceries, 300 per month\n2. Bills, 1200 per year\n\n\n## Budget ranges {#budget-ranges}\n\n\nFirefly III supports the following budget ranges:\n\n - Daily\n - Weekly\n - Monthly\n - Quarterly\n - Every half year\n - Yearly\n\nFirefly III does not support bi-weekly budgets. You will have to set weekly budget divided by two.\n\n\n## Budget amounts {#budget-amounts}\n\n\nA budget can be set an amount. This amount needs to be set every period (see earlier). Firefly III can set these amounts automatically. You can also make these amounts overlap, setting BOTH a yearly amount and a monthly amount. This is tricky though because withdrawals will be subtracted from BOTH amounts when you do this.\n\nA transaction with a budget influences the period's amount for a budget. In other words, when you set an amount of 100 for budget \"Groceries\" for the period 1-8 July, any transaction in that particular date range will lower that amount. At some point, your budget will be depleted.\n\nYou can still select the budget for transactions, and Firefly III will not complain, but you should keep track of these amounts and make sure you don't go over budget.\n\n\n## Budgets and foreign currencies {#budgets-and-foreign-currencies}\n\n\nBudgeting can get complex when you use multiple budgets, and multiple currencies. As a rule, budgets will only count the main currency of a transaction, and *never* the \"foreign\" amount of a transaction. That means a few things.\n\n- A budget with the amount set to EUR 100 will not be influenced by transactions in USD, even when those transactions are linked to the budget. To do so, you must set a second amount for the same budget in USD, and those transactions will be counted towards that particular amount.\n- A budget with the amount set to USD 100 will **not** be influenced by a transaction with a *foreign amount* in USD.\n\nIn short, only the main amount of a transaction will influence the budget. The foreign amount is not used for budgeting.\n\n\n## Budgets and displaying amounts in your primary currency {#budgets-and-displaying-amounts-in-your-primary-currency}\n\n\nEven when you convert all your amounts to your primary currency, the behavior of budgets does not change. \n\n\n## Budgets and income {#budgets-and-income}\n\n\nYou cannot assign income to a budget to automatically increase the budgets amount. If you have more money available for the budget, you must increase the budget manually.\n\n\n## The difference with categories {#the-difference-with-categories}\n\n\nThe difference with categories is that budgets are used to budget your expenses, and can be used to monitor your spending around a specific subject. Most people use categories to add more fine-grained details to a transaction, but categories cannot be \"monetized\".\n",
"documentId": "explanation/financial-concepts/budgets",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/budgets/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/budgets/index.md"
}
]
},
{
"id": "explanation/financial-concepts/liabilities/index.md",
"kind": "page",
"title": "Liabilities",
"description": "A liability is a debt: either money you owe or money that is owed to you. In Firefly III you can track both of these.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/liabilities/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/liabilities/index.md",
"file": "explanation/financial-concepts/liabilities/index.md",
"searchText": "\n# Liabilities {#liabilities}\n\n\nA liability is a debt: either money you owe or money that is owed to you. In Firefly III you can track both of these.\n\nTo learn more about liabilities, check out these pages:\n\n- [Tutorial: manage your mortgage](/tutorials/finances/mortgage/)\n- [How-to manage liabilities](/how-to/firefly-iii/finances/liabilities/)\n\n\n## You owe money {#you-owe-money}\n\n\nThe general idea of a liability where you owe money (let's call it a debt) is that there is a account with a negative amount in Firefly III\nthat represents the debt. Once you fill this particular hole, the money is yours again.\n\nThere is a difference here whether the money is usable by you or not. For example, if you borrowed money, and it was spent on a house (aka a mortgage), the \nmoney is \"nowhere\", and not part of your finances. In other cases, you can transfer money from the debt to your asset account and then spend it.\n\nIn both cases the account balance is negative. Sending money to the liability is a \"withdrawal\", because it withdraws money from your accounts. If you get\nmoney from the loan to spend, it's a deposit.\n\n\n## You're owed money {#youre-owed-money}\n\n\nThis works almost exactly the same. There's a few differences though. A friend has borrowed 500, and is slowly paying you back.\n\nThe liability starts at 500. Every time your friend pays you back, you transfer money from the liability to your checking account. You'll notice \nthat this is a \"deposit\", and that the \"amount due\" goes down. Likewise, if you borrow them (more) money, the amount due goes up.\n",
"documentId": "explanation/financial-concepts/liabilities",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/liabilities/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/liabilities/index.md"
}
]
},
{
"id": "explanation/financial-concepts/currencies/index.md",
"kind": "page",
"title": "Currencies",
"description": "Firefly III supports as many currencies as you like. By default, it ships with a variety of currencies. You can add your own currencies if you're missing one. The currency code must be compliant with ISO 4217.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/currencies/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/currencies/index.md",
"file": "explanation/financial-concepts/currencies/index.md",
"searchText": "\n# Currencies {#currencies}\n\n\nTo learn more about currencies, check out:\n\n- [How-to: manage your currencies](/how-to/firefly-iii/features/currencies/)\n\nFirefly III supports as many currencies as you like. By default, it ships with a variety of currencies. You can add your own currencies if you're missing one. The currency code must be compliant with [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217).\n\nFirefly III supports at most 8 decimals for currencies. This is due to system limits on most systems when it comes to math. In practice, this may mean you will not be able to add cryptocurrencies. \n",
"documentId": "explanation/financial-concepts/currencies",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/currencies/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/currencies/index.md"
}
]
},
{
"id": "explanation/financial-concepts/piggy-banks/index.md",
"kind": "page",
"title": "Piggy banks",
"description": "To learn how to manage piggy banks, please read how to manage piggy banks.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/piggy-banks/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/piggy-banks/index.md",
"file": "explanation/financial-concepts/piggy-banks/index.md",
"searchText": "\n# Piggy banks {#piggy-banks}\n\n\nTo learn how to manage piggy banks, please read [how to manage piggy banks](/how-to/firefly-iii/finances/piggy-banks/).\n\n\n## What is a piggy bank in Firefly III? {#what-is-a-piggy-bank-in-firefly-iii}\n\n\nIf you want to buy something expensive, you might need to save for it. You can use \"piggy banks\" to organize your savings. A piggy bank is a way to divide your money in a number of parts. A piggy bank is meant to group money on a single asset account together.\n\n\n## Where are piggy banks stored? {#where-are-piggy-banks-stored}\n\n\nPiggy banks are stored under the `/piggy-banks`-page in Firefly III. Each piggy bank is tied to an asset account on which its money is saved. You may have a savings account with three piggy banks, for example.\n\n\n## And then what? {#and-then-what}\n\n\nThe money in your savings account can be added and removed to piggy banks freely. You can also transfer money in and out of your savings account and select a piggy bank to be associated with the transfer. The money will be added to (or removed from) the piggy bank as part of the transfer.\n\nYou can't create a withdrawal or a deposit and refer to a piggy bank. It only works for transfers.\n\nAdding money to piggy banks, or removing money from them, will not influence their balance. If you want to see how much money is left for piggy banks, see the bottom of the `/piggy-banks`-page.\n",
"documentId": "explanation/financial-concepts/piggy-banks",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/piggy-banks/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/piggy-banks/index.md"
}
]
},
{
"id": "explanation/financial-concepts/subscriptions/index.md",
"kind": "page",
"title": "Subscriptions",
"description": "You can keep an eye on your expected recurring expenses by creating subscriptions. Things like rent and utilities must be paid every month and Firefly III can keep track of such things.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/subscriptions/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/subscriptions/index.md",
"file": "explanation/financial-concepts/subscriptions/index.md",
"searchText": "\n# Subscriptions {#subscriptions}\n\n\nIf you want to learn about subscriptions please also check out:\n\n- [Tutorial: How to manage a subscription](/tutorials/finances/subscription/)\n- [How to: manage your subscriptions](/how-to/firefly-iii/finances/subscriptions/)\n\nYou can keep an eye on your expected recurring expenses by creating subscriptions. Things like rent and utilities must be paid every month and Firefly III can keep track of such things.\n\nThe idea of a subscription is that it represents a recurring *subscription* that comes back every week, month or year. Subscriptions don't automatically update your budgets, they aren't linked to those. You have to do that yourself. \n\nEssentially a subscription is just a collection of withdrawals. You can't link income or transfers to subscriptions, only withdrawals. So, you can't use subscriptions to keep track of your salary or your savings account.\n\nSubscriptions also have some properties like a basic repetition (every week, every 3 months) and a minimum and maximum amount. These properties are used to predict how much you should expect to spend on these subscriptions. On the frontpage, a little box will tell you how you're doing. It's possible to connect a subscription to a withdrawal more often than your repetition would predict. It's also possible to link transactions with more or less money than your minimum and maximum amounts. \n\n\n## What is the difference between a subscription and a recurring transaction? {#what-is-the-difference-between-a-subscription-and-a-recurring-transaction}\n\n\nMost users use recurring transactions when they do not import data into Firefly III. Because then, it may be useful to have Firefly III create transactions automatically.\n\nIf you import data using (for example) CSV files, this is not necessary. You can just import the data and link it to a subscription.\n\nPersonally, I link recurring transactions to subscriptions. You can see the option for it when you create a recurring transaction.",
"documentId": "explanation/financial-concepts/subscriptions",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/subscriptions/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/subscriptions/index.md"
}
]
},
{
"id": "explanation/financial-concepts/recurring/index.md",
"kind": "page",
"title": "Recurring transactions",
"description": "Firefly III features the ability to automatically create transactions, so you don't have to. These are called recurring transactions.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/recurring/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/recurring/index.md",
"file": "explanation/financial-concepts/recurring/index.md",
"searchText": "\n# Recurring transactions {#recurring-transactions}\n\n\nSee also:\n\n- [How to use recurring transactions](/how-to/firefly-iii/finances/recurring/)\n\nFirefly III features the ability to automatically create transactions, so you don't have to. These are called recurring transactions.\n\nA recurring transaction can be a withdrawal, deposit or a transfer.\n\n\n## So what is the difference between a subscription and a recurring transaction? {#so-what-is-the-difference-between-a-subscription-and-a-recurring-transaction}\n\n\nMost users use recurring transactions when they do not import data into Firefly III. Because then, it may be useful to have Firefly III create transactions automatically.\n\nIf you import data using (for example) CSV files, this is not necessary. You can just import the data and link it to a subscription.\n\nPersonally, I link recurring transactions to subscriptions. You can see the option for it when you create a recurring transaction.",
"documentId": "explanation/financial-concepts/recurring",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/recurring/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/recurring/index.md"
}
]
},
{
"id": "explanation/financial-concepts/exchange-rates/index.md",
"kind": "page",
"title": "Exchange rate",
"description": "Firefly III can dynamically convert amounts from one currency into another using exchange rates. You can set the exchange rates yourself or allow Firefly III to download exchange rates for you.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/exchange-rates/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/exchange-rates/index.md",
"file": "explanation/financial-concepts/exchange-rates/index.md",
"searchText": "\n# Exchange rate {#exchange-rate}\n\n\nFirefly III can dynamically convert amounts from one currency into another using exchange rates. You can set the exchange rates yourself or allow Firefly III to download exchange rates for you. \n\n\n\n> [!WARNING]\n> Firefly III can only download the exchange rates of [the standard, built-in currencies](https://github.com/firefly-iii/firefly-iii/blob/main/database/seeders/TransactionCurrencySeeder.php#L38).\n\n\n\nThis is useful for some of the charts that Firefly III shows you. All monetary amounts will be calculated back to your base currency.\n\n\n## Configuration {#configuration}\n\n\nFirefly III supports three options that allow you to use exchange rates in the application. The following settings are disabled by default. You can change them on the `/settings/configuration`-page of your Firefy III installation.\n\n1. \"Enable exchange rates.\" This setting enables the feature in the first place. It will not be available otherwise.\n2. \"Download exchange rates from the web.\" Firefly III will not download exchange rates unless you allow it to. Exchange rates can only be downloaded for the default currencies in Firefly III. They will be downloaded from a Firefly III Azure bucket.\n3. In your preferences (`/preferences`) set the checkbox at \"Display amounts in your primary currency\".\n\n\n## Initialization {#initialization}\n\n\nIf you turn this on, transaction amounts will automatically be calculated in your primary currency whenever necessary. This happens when Firefly III boots. However, you may want to initialize this yourself if you want to. \n\nBy default, Firefly III ships with one or two sets of exchange rates for the built-in currencies. You can add new exchange rates yourself.\n\n\n## Recalculate amounts in your primary currency {#recalculate-amounts-in-your-primary-currency}\n\n\nUse the following command to recalculate all amounts. This may take some time if you have a lot of transactions in other currencies than your primary currency.\n\n```bash\n# self managed\nphp artisan correction:recalculate-pc-amounts\n\n# docker\ndocker exec -it [container-id] php artisan correction:recalculate-pc-amounts\n```\n\n\n## Changing your base (default) currency {#changing-your-base-default-currency}\n\n\nFirefly III only converts amounts back to your base (default) currency. You can set this currency on the `/administrations` page. Other conversions are not supported. For example, if your base currency is the Euro, you cannot see your British Pounds in US Dollars. The conversion will go back to the Euro only.\n\nIf you change your primary currency, all amounts will have to be recalculated. This may take some time if you have a lot of transactions in other currencies than your default currencies. \n\nYou can do this manually as well, using the command mentioned earlier.\n\n\n## Default exchange rate {#default-exchange-rate}\n\n\nIf Firefly III has no exchange rate data for either currency or when the conversion hasn't been calculated yet, the exchange rate is 1.\n\n\n## Changing the exchange rates {#changing-the-exchange-rates}\n\n\nIf you (significantly) change the exchange rates, you may want to recalculate the amounts to your primary currency again using the command mentioned earlier. This is not necessary, but it may be useful.\n\n\n## Conversion versus \"foreign amount\" {#conversion-versus-foreign-amount}\n\n\nFirefly III transactions also have a \"foreign amount\"-field. If you set a foreign amount in your primary currency, that amount will be used instead of any calculated amount. Firefly III assumes that you know better what the converted amount is. This is especially useful when you have a bank that has steep exchange rates.\n\n\n## Downloading exchange rates {#downloading-exchange-rates}\n\n\n\n\n> [!IMPORTANT]\n> This only works for the default system provided currencies because free exchange rate data is hard to come by.\n\n\n\nMake sure that you have enabled the settings at `/settings/configuration`, and run the [cron job](/how-to/firefly-iii/advanced/cron/) daily.\n\nFirefly III will download new rates about every week. You should see the list of available rates expand slowly. Firefly III will not download historical rates, ie. the rates for last year or last month.\n\n\n## Setting your own rates {#setting-your-own-rates}\n\n\nGo to the `/exchange-rates` and find your currency. You can set any rate you want to, in both directions.\n",
"documentId": "explanation/financial-concepts/exchange-rates",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/exchange-rates/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/financial-concepts/exchange-rates/index.md"
}
]
},
{
"id": "explanation/firefly-iii/about/introduction/index.md",
"kind": "page",
"title": "Firefly III introduction",
"description": "\"Firefly III\" is a (self-hosted) manager for your personal finances. It can help you keep track of your expenses and income, so you can spend less and save more.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/introduction/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/introduction/index.md",
"file": "explanation/firefly-iii/about/introduction/index.md",
"searchText": "\n# Firefly III introduction {#firefly-iii-introduction}\n\n\n\"Firefly III\" is a (self-hosted) manager for your personal finances. It can help you keep track of your expenses and income, so you can spend less and save more.\n\nPersonal financial management is pretty difficult, and everybody has their own approach to it. Some people make budgets, other people limit their cash-flow by throwing away their credit cards, others try to *increase* their current cash-flow. There are tons of ways to save and earn money. Firefly III works on the principle that if you know where your money is going, you can stop it from going there.\n\nBy keeping track of your expenses and your income you can budget accordingly and save money. Stop living from paycheck to paycheck but give yourself the financial wiggle room you need.\n\n\n## Who is it for? {#who-is-it-for}\n\n\nThis application is for people who want to track their finances, keep an eye on their money **without having to upload their financial records to the cloud**. You're a bit tech-savvy, you like open source software, and you don't mind tinkering with (self-hosted) servers.\n\nPossibly, you're always short on money even though in theory, you make enough money to get by.\n\n\n## High-level overview {#high-level-overview}\n\n\nFirefly III can do the following things:\n\n- You can create and edit transactions, accounts, and give them budgets, categories and tags.\n- You can automate part of this with recurring transactions and auto-budgets.\n- You can keep track of liabilities.\n- You can **[import data](/how-to/)** into Firefly III from almost any bank.\n\n\n## Important details: {#important-details}\n\n\n- It is completely self-hosted and isolated, and will never contact external servers until you explicitly tell it to.\n- It features a REST JSON API that covers almost every part of Firefly III.\n- There are many translations available.\n- All pages feature help texts and support popups.\n\n\n## A list of features {#a-list-of-features}\n\n\n- Create recurring transactions to manage your money\n- Rule based transaction handling with the ability to create your own rules\n\nAlso interesting:\n\n* A double-entry bookkeeping system\n* You can store, edit and remove withdrawals, deposits and transfers. This allows you full financial management\n* You can manage different types of accounts\n * Asset accounts\n * Shared asset accounts (household accounts)\n * Saving accounts\n * Credit cards\n * Liabilities (loans, mortgages)\n* It's possible to create, change and manage money using budgets\n* Organize transactions using categories\n* Save towards a goal using piggy banks\n* Predict and anticipate bills\n* View income and expense reports\n* Organize expenses using tags\n\nAnd the things you would hope for but not expect:\n\n* 2-factor authentication for extra security 🔒\n* Supports any currency you want\n* There is a Docker image available\n* Lots of help text in case you don't get it\n\nAnd to organise everything:\n\n* Clear views that should show you how you're doing\n* Easy navigation through your records\n* Browse back and forth to see previous months or even years\n* Lots of charts because we all love them\n* If you feel you’re missing something you can just ask me, and I'll add it!\n",
"documentId": "explanation/firefly-iii/about/introduction",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/introduction/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/introduction/index.md"
}
]
},
{
"id": "explanation/firefly-iii/about/screenshots/index.md",
"kind": "page",
"title": "Screenshots",
"description": "Check it out yourself on the demo site.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/screenshots/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/screenshots/index.md",
"file": "explanation/firefly-iii/about/screenshots/index.md",
"searchText": "\n# Screenshots {#screenshots}\n\n\nCheck it out yourself on the [demo site](/explanation/firefly-iii/about/demo/).\n\n\n### The index of Firefly III {#the-index-of-firefly-iii}\n\n\n[![The index of Firefly III](/_media/54edc02ace862dafd901.png \"The index of Firefly III\")](/_media/20488a6cf3e6d1b7b563.png)\n\n\n### The account overview of Firefly III {#the-account-overview-of-firefly-iii}\n\n\n[![The account overview of Firefly III](/_media/566755096d5807c6f59b.png \"The account overview of Firefly III\")](/_media/0669ca4f7d95f64266e7.png)\n\n\n### Overview of all budgets {#overview-of-all-budgets}\n\n\n[![Overview of all budgets](/_media/30214f799b2206b10312.png \"Overview of all budgets\")](/_media/ac7a0901a6630ca90207.png)\n\n\n### A financial report in Firefly III {#a-financial-report-in-firefly-iii}\n\n\n[![A financial report in Firefly III](/_media/a6360d0150a6f99bf86b.png \"A financial report in Firefly III\")](/_media/85b6c697456545b4e1e5.png)\n\n",
"documentId": "explanation/firefly-iii/about/screenshots",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/screenshots/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/screenshots/index.md"
}
]
},
{
"id": "explanation/firefly-iii/about/demo/index.md",
"kind": "page",
"title": "Demo website",
"description": "Before you even install Firefly III, consider checking out the Firefly III demo website to get a feel for the product.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/demo/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/demo/index.md",
"file": "explanation/firefly-iii/about/demo/index.md",
"searchText": "\n# Demo website {#demo-website}\n\n\nBefore you even install Firefly III, consider checking out the **[Firefly III demo website](https://demo.firefly-iii.org/?mtm_campaign=documentation&mtm_kwd=demo-info)** to get a feel for the product.\n\nYou can log in with the username `demo@firefly` and password `demo`.\n\n\n## Public data importer {#public-data-importer}\n\n\nThe data importer is also available online. Read more on the page about the [public data importer](/references/data-importer/public/).\n",
"documentId": "explanation/firefly-iii/about/demo",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/demo/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/about/demo/index.md"
}
]
},
{
"id": "explanation/firefly-iii/background/personal-finances/index.md",
"kind": "page",
"title": "Managing your personal finances",
"description": "This is a description of how Firefly III works, and how I feel about personal finances.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/personal-finances/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/personal-finances/index.md",
"file": "explanation/firefly-iii/background/personal-finances/index.md",
"searchText": "\n# Managing your personal finances {#managing-your-personal-finances}\n\n\nThis is a description of how Firefly III works, and how I feel about personal finances.\n\nFirefly III has been built around how I manage my finances. Please read this carefully, so we match on how to do things.\n\n\n## The general idea {#the-general-idea}\n\n\nAfter being a grownup for a while I noticed I was living from paycheck to paycheck. I could not save money. At the end of my money, I still had a part of the month to cover.\n\nI built a system where you have transactions as the main concept of Firefly III. I've added an envelope-based based budgeting system. That means that you set a fixed amount every period (per month is most common). Firefly III can do that automatically as well.\n\nAs you spend money every month, the amount in the budget goes down (duh). Once the budget is empty, you will have to top it up or stop spending money on that particular subject. Most people have five or six budgets.\n\nThere are also categories and tags to further narrow down your transactions.\n\n\n## The next step {#the-next-step}\n\n\nTo keep on top of your finances (using Firefly III), you must be *aware* of your finances. There are no shortcuts. You can use the import function, and you can use the recurring transactions, but it won't help you one bit. It just gives you fancy charts. All knowledge and no wisdom.\n\nIf you're serious about changing your financial habits, you should enter each transaction manually. Feel the impact of each penny you spend, and before you know it you'll spend a lot less of them.\n\n\n## Accounting versus personal finance {#accounting-versus-personal-finance}\n\n\n\n\n> [!IMPORTANT]\n> The text below feels a bit like a rant, but I'm going to keep it up regardless.\n\n\n\nI don't like accounting. I don't like the fact that people buy a $60,000 sports car and then pretend they haven't just lost 60 grand by putting up the car as an \"asset\". As if you get your money back. I also don't like that people put up their house against their mortgage. It's not money. You don't have it. A Rembrandt could be worth a million, but it won't buy you a loaf of bread.\n\nSo, liability management in Firefly III isn't about your house versus your mortgage, it's just about your mortgage. \n",
"documentId": "explanation/firefly-iii/background/personal-finances",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/personal-finances/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/personal-finances/index.md"
}
]
},
{
"id": "explanation/firefly-iii/background/zero-based-budgeting/index.md",
"kind": "page",
"title": "Zero based budgeting",
"description": "Zero based budgeting is a method of budgeting that focuses on giving each Euro a goal. All your budgets start at zero, and you fill them with money. Expenses deplete budgets until you make money to fill the budgets. I believe this approach is pretty terrible.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/zero-based-budgeting/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/zero-based-budgeting/index.md",
"file": "explanation/firefly-iii/background/zero-based-budgeting/index.md",
"searchText": "\n# Zero based budgeting {#zero-based-budgeting}\n\n\n\n\n> [!WARNING]\n> This page contains my personal opinion on personal finances. Feel free to disagree with me.\n\n\n\n[Zero based budgeting](https://en.wikipedia.org/wiki/Zero-based_budgeting) is a method of budgeting that focuses on giving each Euro a goal. All your budgets start at zero, and you fill them with money. Expenses deplete budgets until you make money to fill the budgets. I believe this approach is pretty terrible.\n\n\n## Paycheck to paycheck {#paycheck-to-paycheck}\n\n\nOne of the reasons I started Firefly III was because I was living paycheck to paycheck. To break the cycle, I started managing my finances from month to month instead of... from paycheck to paycheck.\n\nNow I decide for each *month* how much money I need to make it through that particular month. It could be an expensive month due to holidays or yearly bills, or it could be a (relatively) cheap month. Either way, I know this beforehand based on previous expenses and I set my monthly budgets accordingly.\n\nNaturally, I budget less money for these expected expenses than I make in total. The rest of the money is put away for the next month or for large expenses like that new tablet I had my eye on (see also \"[piggy banks](/explanation/financial-concepts/piggy-banks/)\"). This approach disconnects your finances from your paychecks and allows you to build a healthy way of saving and spending money.\n\nContrary, zero based budgeting keeps the focus on your paychecks and forces you to divide it over your budgets. Your primary driver becomes how much money you make and not how much money you spend. This is an important distinction.\n\n\n## How to manage this instead? {#how-to-manage-this-instead}\n\n\nI keep all my money on my savings account. My checking account only has the money I need to spend what I budgeted. On the 1st of the month, that account has exactly my budgets in them. At the end of the month it's (close to) zero. Salary I received in the meantime is stored on my savings account.\n\n\n## Long-term vs short-term goals {#long-term-vs-short-term-goals}\n\n\nIn real life, long-term saving goals and short term budgets are two different things. I have five budgets every month. Not 30 or 40. Just five: \"Bills\", \"groceries\", \"misc\", \"going out\" and \"work-related\". I need no other budgets, because I have no other expenses outside of these budgets.\n\nOf course, I can split \"misc\" into multiple budgets. I used to have a \"going out\"-budget, but that was before COVID-19. I should think about an \"online\"-budget because I spend money every month on games and apps.\n\nEither way, these are my short-term goals, the money I *need* every month to live. Any other expenses are incidental and don't need a budget. At most, a category to group them in. But no budget.\n\nFor each (future) large expense I have a piggy bank connected to my savings account. This includes large bills and gadgets I want to buy. My liabilities like my student debt are stored as [a liability](/explanation/financial-concepts/liabilities/) and the money I need to pay my debt, is part of my monthly bills.\n\n\n## Conclusion {#conclusion}\n\n\nI believe you should skip on zero-based budgeting tools. They are easier to learn and easier to use, it's absolutely true. Most zero-based budgeting tools (especially the commercial ones) are also way better looking and more user-friendly than Firefly III.\n\nBut also keep in mind: it's harder to spend less money with zero-based budgeting. It's harder to get a feeling for your financial situation with zero-based budgeting, and it's especially harder to *change* anything. And is that not why you started looking at these tools?\n\n\nUse Firefly III. Use GnuCash. Use anything from [this list](https://github.com/awesome-selfhosted/awesome-selfhosted#money-budgeting--management). But skip the zero-based nonsense. \n\n\n## I came over from YNAB, I don't get it? {#i-came-over-from-ynab-i-dont-get-it}\n\n\nYNAB and Firefly III have a slightly different way of working.\n\nYNAB kind of works the other way around, by budgeting the money that comes in instead of the money that goes out. They expect you to think of a budget for every coin tossed to you instead of budgeting what you expect to spend.\n\nYNAB expects you to put your money into budgets based on whatever money comes in. But that's not how Firefly III works. Firefly III works the other way around. At the start of the month, you decide what you want to spend. If everything is OK, your budget should at least match what you earn. So that's easy. But if everything is _better_ than OK, you budget **less** than you make, and you **save** the rest. You can use the rest of the money to fill piggy banks or donate to me (kidding ;)).\n",
"documentId": "explanation/firefly-iii/background/zero-based-budgeting",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/zero-based-budgeting/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/zero-based-budgeting/index.md"
}
]
},
{
"id": "explanation/firefly-iii/background/time-periods/index.md",
"kind": "page",
"title": "Time periods",
"description": "Firefly III shows you your finances per month. In your settings you can change this. For example, you can choose to show your finances yearly, weekly or in a \"month to date\"-style. More options exist of course, just check out your settings.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/time-periods/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/time-periods/index.md",
"file": "explanation/firefly-iii/background/time-periods/index.md",
"searchText": "\n# Time periods {#time-periods}\n\n\nFirefly III shows you your finances per month. In your settings you can change this. For example, you can choose to show your finances yearly, weekly or in a \"month to date\"-style. More options exist of course, just check out your settings.\n\n\n## Custom daily cycles {#custom-daily-cycles}\n\n\nFirefly III does not (and will not) support custom cycles. For example, you will not be able to make Firefly III go from the 24th of one month to the 23rd of the next month. This is requested a lot, because it matches their salary payment cycles. Likewise, it is not (and will not) be possible to have a 2-week, 4-week cycle, or a 13-week cycle. \n\nIn personal finances, I believe it is not a good idea to have your paycheck determine your schedule and thus, your life. If you are serious about saving money, you will want to have a fixed schedule that does not change. This way, you can plan ahead and make better decisions. I am opinionated on this topic, so Firefly III is as well.\n\nUsing a schedule (a monthly schedule is my favorite) you can track expenses and income in a reasonably long period, you can compare both months and seasons, and as a bonus the month itself will tell you how far along you are in your current cycle. \n\nTo learn more about this, see also the page on [personal finances](/explanation/firefly-iii/background/personal-finances/).\n",
"documentId": "explanation/firefly-iii/background/time-periods",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/time-periods/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/firefly-iii/background/time-periods/index.md"
}
]
},
{
"id": "explanation/data-importer/introduction/index.md",
"kind": "page",
"title": "Firefly III Data Importer",
"description": "The Firefly III data importer can be used to import data into Firefly III. It is a separate tool from Firefly III with its own installation and upgrade guides.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/data-importer/introduction/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-importer/introduction/index.md",
"file": "explanation/data-importer/introduction/index.md",
"searchText": "\n# Firefly III Data Importer {#firefly-iii-data-importer}\n\n\nThe Firefly III data importer can be used to import data into Firefly III. It is a [separate tool](/explanation/data-importer/separate-tool/) from Firefly III with \nits own [installation](/how-to/data-importer/installation/docker/) and [upgrade](/how-to/data-importer/upgrade/docker/) guides. \n\nThe importer can import [a number of file types](/how-to/data-importer/import/file/). It can also download transactions from several [third party data providers](/how-to/data-importer/import/third-party-providers/).\n\n\n### Can the data importer sync with my bank? {#can-the-data-importer-sync-with-my-bank}\n\n\nYes. The data importer uses several [third party data providers](/how-to/data-importer/import/third-party-providers/) to connect to a range of banks world wide. Please see the [configuration page](/how-to/data-importer/how-to-configure/) for configuration details.\n\nThere is also a [Firefly III API](/references/firefly-iii/api/) that you can connect to \\[YOUR BANK HERE\\], if you are clever enough to build something in your favorite programming language.\n\n\n### Can you clean-up the transactions from \\[my bank\\]? {#can-you-clean-up-the-transactions-from-my-bank}\n\n\nIf your bank delivers terrible files, or when the GoCardless import is exceptionally messy, there is not much I can do about it.\n\nThere are too many banks and financial institutions in the world for me to manage exceptions or options for. If you run into a data quality issue, the best place to get it addressed is at the source: your bank.\n\n\n### Will manually entered transactions match with imported bank transactions? {#will-manually-entered-transactions-match-with-imported-bank-transactions}\n\n\nProbably not. Most imported transactions have different fields with different values, which break the matching algorithm.\n\n\n### I want to auto-import transactions from \\[my bank\\] out of the box! {#i-want-to-auto-import-transactions-from-my-bank-out-of-the-box}\n\n\nThere are several ways to do this:\n\n1. [Using the CLI (and a cron job)](/how-to/data-importer/advanced/cli/)\n2. [Using the web (and a cron job)](/how-to/data-importer/advanced/post/)\n\n\n## Is the data importer multi-user? {#is-the-data-importer-multi-user}\n\n\nYes. It borrows login information from Firefly III using OAuth. To make sure it redirects to Firefly III, where you can log in, **do not** set the `FIREFLY_III_ACCESS_TOKEN` in the data importer environment variables. Use only the `FIREFLY_III_URL` variable. This way, each user must authenticate to the data importer.\n\nSome features are not available when you set up a multi-user data importer: you cannot use the POST import function, and you can't import over the command line.\n\nIf you use Firefly III with \"remote user authentication\" (for example Authelia) the data importer can only use personal access tokens. That means that it cannot be made multi-user.\n\nIn such cases, you must set up multiple data importers, one for each user.\n",
"documentId": "explanation/data-importer/introduction",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/data-importer/introduction/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-importer/introduction/index.md"
}
]
},
{
"id": "explanation/data-importer/separate-tool/index.md",
"kind": "page",
"title": "Separate tool",
"description": "I turned the data importer into a separate tool. It allows me to keep track of two different tools with different development requirements.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/data-importer/separate-tool/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-importer/separate-tool/index.md",
"file": "explanation/data-importer/separate-tool/index.md",
"searchText": "\n# Separate tool {#separate-tool}\n\n\n\n## Why isn't the data importer built into Firefly III? {#why-isnt-the-data-importer-built-into-firefly-iii}\n\n\nI turned the data importer into a separate tool. It allows me to keep track of two different tools with different development requirements.\n\n\n## Why isn't this a plugin, like WordPress? {#why-isnt-this-a-plugin-like-wordpress}\n\n\nIt adds a whole layer of complexities to Firefly III. A plugin needs a framework to land in. For the data importer to be a plugin, I would first have to build it so Firefly III supports plugins. And then the data importer would be the only plugin.\n\nThe [API](/references/firefly-iii/api/) is a plugin system of sorts.\n",
"documentId": "explanation/data-importer/separate-tool",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/data-importer/separate-tool/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-importer/separate-tool/index.md"
}
]
},
{
"id": "explanation/data-importer/ignored-values/index.md",
"kind": "page",
"title": "Ignored values",
"description": "The data importer will do this when both the source and destination account information of a transaction are the same. This may happen when you get credit card refunds, when interest is paid to your account or when interest payments are taken from your account.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/data-importer/ignored-values/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-importer/ignored-values/index.md",
"file": "explanation/data-importer/ignored-values/index.md",
"searchText": "\n# Ignored values {#ignored-values}\n\n\nThe data importer wil sometimes ignore data from Spectre or GoCardless. In the notes of the transaction, you will see something like this:\n\n\n\nThe data importer will do this when both the source and destination account information of a transaction are *the same*. This may happen when you get credit card refunds, when interest is paid to your account or when interest payments are taken from your account.\n\nSome banks pretend the source and destination accounts of a transaction are the same. This is not supported in Firefly III so the data importer changes either the source or the destination to another, generic account. For your convenience, the ignored data is stored in the notes of the transaction.\n",
"documentId": "explanation/data-importer/ignored-values",
"locale": "en",
"contentLocale": "en",
"contentVersion": "current",
"versionScope": "site",
"alternates": [
{
"locale": "en",
"contentVersion": "current",
"url": "https://sourcey-firefly.pages.dev/explanation/data-importer/ignored-values/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/data-importer/ignored-values/index.md"
}
]
},
{
"id": "explanation/more-information/logo/index.md",
"kind": "page",
"title": "Firefly III logo and name",
"description": "The name of this tool is \"Firefly III\". It was named after the Fairey Firefly because at the time all my project names were British airplanes from the WW2 era.",
"tab": "",
"url": "https://sourcey-firefly.pages.dev/explanation/more-information/logo/",
"markdown": "https://sourcey-firefly.pages.dev/explanation/more-information/logo/index.md",
"file": "explanation/more-information/logo/index.md",
"searchText": "\n# Firefly III logo and name {#firefly-iii-logo-and-name}\n\n\n![\"Firefly](\"/_media/50a8ac0ea7c4d1e62489.png\")
\n\t| Primary color | \n\t\t||||
|---|---|---|---|---|
| \n\t\t\t #FFA284 \n\t\t\t#FFA284 \n\t\t | \n\t\t\n\t\t\t #DF7351 \n\t\t\t#DF7351 \n\t\t | \n\t\t\n\t\t\t #CD5029 \n\t\t\t#CD5029 \n\t\t | \n\t\t\n\t\t\t #A33614 \n\t\t\t#A33614 \n\t\t | \n\t\t\n\t\t\t #7B1E00 \n\t\t\t#7B1E00 \n\t\t | \n\t
| Secondary color (1) | \n\t||||
| \n\t\t\t #588FA4 \n\t\t\t#588FA4 \n\t\t | \n\t\t\n\t\t\t #36758C \n\t\t\t#36758C \n\t\t | \n\t\t\n\t\t\t #1E6581 \n\t\t\t#1E6581 \n\t\t | \n\t\t\n\t\t\t #104F66 \n\t\t\t#104F66 \n\t\t | \n\t\t\n\t\t\t #03394D \n\t\t\t#03394D \n\t\t | \n\t
| Secondary color (2) | \n\t||||
| \n\t\t\t #A5E376 \n\t\t\t#A5E376 \n\t\t | \n\t\t\n\t\t\t #7FC648 \n\t\t\t#7FC648 \n\t\t | \n\t\t\n\t\t\t #64B624 \n\t\t\t#64B624 \n\t\t | \n\t\t\n\t\t\t #499012 \n\t\t\t#499012 \n\t\t | \n\t\t\n\t\t\t #2F6D00 \n\t\t\t#2F6D00 \n\t\t | \n\t