Docs
Using Countorra
The assistant, your records, reports, insights and documents.
Ask CountorraAsk questions about your finances in plain language and get answers from your own records.TransactionsEvery income and expense entry in the workspace, searchable and categorised.Review and rulesNew transactions are categorized for you; rules and your own choices always win.Income and expensesBoth are kinds of transaction; totals appear on the Dashboard, in reports and in the assistant.AccountsBank accounts, cash, credit cards and wallets, each with a balance — plus homes, vehicles and loans you value yourself.ReportsIncome and spending for any period: what came in, where it went, and what was left.Insights, recurring payments and subscriptionsWhat Countorra noticed in your books, and the payments it can see repeating.Cash flow and forecastsMoney in and out by month, where it went, and the balance ahead — always labelled as a projection.Budgets and goalsPlan a month per category, and save toward something or pay a debt down.Net worth, investments and debtsWhat you own minus what you owe, from every account Countorra knows about.DocumentsKeep receipts, bills, statements and tax forms with your records.