* - transactions with notes
<> - transfers
+ - incomes
- - expenses
>5500 - transactions more than 5500
<1000 - transactions less than 1000// Let's calculate something useful
Pets: Cat + Dog
Mandatory expenses: Groceries + Transport + Taxes + Cat
// [-] and [+] - system categories that indicate expenses and income for the month
Additional income: [+] - Salary
Optional expenses: [-] - Mandatory expenses
Economy level: Mandatory expenses / [-]
// [$] - total balance of all accounts
Amount on cards: Visa + MasterCard
Amount without cards: [$] - Visa - MasterCardLunch < 5000
[Products] < 14000
Pets: Cat + Dog < 4000Fueled the car: Gasoline.daysago
maxday - number days in month
todayexpenses - today expens
#bold - bold font
#year - shown only when viewing the year
#month - shown only when viewing the month
#red - highlighted in red
#green - highlighted in green
#blue - highlighted in blue
space - adds space between budgets. Used independently at the beginning of a linespace
Mandatory expenses: Groceries + Transport + Cat + Gasoline + Transport + [Health] #bold
Optional expenses: [-] - Mandatory expenses #bold
Savings: Mandatory expenses / [-] * 100 #bold
space
Pets: Willy + Cat + Aquarium
Additional income: [+] - Salary
Income from the bank: Interest + Cashback
Products per month: Products / 12 #year
//Budgets
Products < 14000
Lunch <4000Since iOS doesn't allow third party apps to read Messages and Emails, create new Automation to redirect receipts to Monetal.
app in iPhoneTo parse receipts and create paired transactions Monetal uses Receipts Rules. Every line is a single rule. Left side is a matched pattern, right is a value - account or category. You can specify also a note, amount limits, or amount position (the right one in case the receipt has several amounts). In order to create a transaction Monetal needs to find amount, account and category.
Match every receipt contained text "***1588" to "Visa card" account
***1588>>Visa card
Match keyword "Wolt" to "Groceries" category
Wolt>>Groceries
Add note "Ice cream" for every transaction from "Baskin"
Baskin>>Cafe//Ice cream
Wolt receipts with amount between 0 and 20 match to "Fast Food"
Wolt::0..20>>Fast Food
Every receipt with space (this way you can match all) match to "Other"
>>Other
NOTE: It will be applied if none of the rules above worked. You can use rules like this to set a default values
Monetal will try to find the amount in the receipt automatically. If it is not selected correctly or amount not found, add your custom template to search for it in regex format, or specify the position of the amount in the account selection rule. Multiple patterns in regex are specified via | . Here is a user-friendly site , where you can practice creating your own regexes.
For the amount, select the second option from the possible ones
***1588>>Visa card::2
Use this template to select the amount (Expense: 12370 usd or Income: 12370)
sumpattern>>(Expense: [\d]+)|(Income: [\d]+)
backupeveryweek - perform backups weekly
backupeveryday - backup every day
lefthander - swap + and - on the account panel
righthander - swap + and - on the account panel// Accounts - Name, amount, currency, includeToTotal
A Visa 2345600 USD true 0 true
A Cash 23400 USD true 0 true
// Transactions - Date, account, sum, currency, category, note
T 10.11.2023 Cash 399 payment USD Groceries Storytel false 100.6102353 10
T 17.10.2023 Visa 175100 income USD Salary false 36.318058
// Tags - Name, RGB color, type
t Salary 79.79.79. income
t Groceries 86.115.202. payment
t Anna 51.51.51. both $Debt
// Wallets - Name, every account included
w Euro MasterCard, Visa.EUR, Cash Eur
w Italy Visa.EUR, Cash Eur
// Default currency
c RUB
// Learned skills - used on Help screen
s skill_createAccount skill_createTransaction skill_browseAccountTransactions
// Userscript - it's your script from Budget editor
--- userScript ---
Cafe < 100000
[Groceries] < 300000
© 2012-2024, Monetal by Ilya Krupko