Accounts & tags
Accounts
Section titled “Accounts”Create and edit accounts under Settings → Accounts (Add / Edit open in a dialog). Types are bank, credit, cash, investment, and other. Optional color shows in lists.
Every transaction belongs to exactly one account (account_id is required).
Opening balance
Section titled “Opening balance”After bank sync (or whenever history is incomplete), set an opening balance and as-of date on create or edit:
- Opening is the account balance before transactions dated on or after the as-of date (signed cents — same sign convention as transactions: negative = money out / typical credit-card liability).
- Current balance = opening + sum of transactions on or after the as-of date.
- Leave both fields blank to use transaction history only (no anchor).
This is a ledger anchor, not a full reconcile workflow and not the provider/bank-reported balance.
Suggest from bank
Section titled “Suggest from bank”When a linked account has a provider Bank balance, Edit account can suggest an opening so Ledger ≈ Bank after you save:
- Suggested opening ≈ bank balance − sum of transactions on or after the as-of date
- Default as-of is the earliest imported transaction for that account (so all imported history sits after the anchor). If there are no transactions yet, the default is the sync / bank balance date.
- Choose Use suggestion to fill opening + as-of together; nothing is written until you Save. Dismiss or ignore anytime — Galene never auto-writes opening from the bank.
- Manual accounts (no Bank value) do not get a fake bank suggestion. Optionally type what the bank shows and use the same formula when a default as-of is available.
Ledger vs Bank
Section titled “Ledger vs Bank”Account rows (and the Home Balances widget) show Ledger — the computed balance above — and, for linked accounts after sync, Bank — the last provider-reported balance with its as-of time. Manual accounts hide Bank. Seeing drift is intentional; Galene does not silently write the ledger to match the bank.
Deleting an account
Section titled “Deleting an account”Deleting an account opens a confirm dialog. Choose Move transactions to… another account — there is no “none” option. Galene reassigns that account’s transactions and scheduled items, then deletes the account.
If this is your only account, create another first; delete stays blocked until there is a destination.
Imported bank links on the deleted account are removed with it. Transactions that were reassigned stay on the destination account.
Tags are free-form labels you can attach to many transactions (many-to-many). Create and edit them under Settings → Tags (Add / Edit open in a dialog).
Deleting a tag
Section titled “Deleting a tag”Deleting a tag opens a confirm dialog. Galene detaches the tag from all transactions and scheduled items, then removes the tag. Transactions themselves are unchanged.