Documentation
How to keep your household ledger in Asienta — from the first account to reports.
Getting started
- What is AsientaA web app for personal and household finance — multi-currency records, charts and reports you can trace to single entries.
- First steps: the five-step setupCreate an account, wait for admission, then set up your base currency, first account, categories and first entry.
- Base currencyThe currency your net worth, charts and reports are shown in — and what happens when you change it.
Recording
- Expenses and incomeRecord a purchase or an income in a few keystrokes with the entry panel.
- Transfers and feesMove money between your own accounts without it counting as spending — with the bank fee recorded separately.
- Currency exchangeRecord money changing currency — on one account or between two — with the rate you actually got.
- Your own exchange rateUse the rate you actually paid instead of the reference rate — and how reference rates work.
- The Entries journalFind any entry by period, kind, account, category or search — and see the total of what you’re looking at.
- Editing, voiding and undoFix a mistake without losing history — edits keep the previous version, and voided entries can be restored.
Registers
- AccountsCards, cash, bank accounts and property — with several currencies each, opening balances, logos, order and archive.
- CurrenciesAdd currencies from the list with automatic rates, or your own with a rate you set.
- Categories and income sourcesBuild your own tree of expense categories and income sources, and keep some of them out of reports.
Reports
- The overviewNet worth, cash flow, spending by category and runway at a glance — and how to arrange the widgets.
- ReportsFor a period, category trends and categories × months — with options you can bookmark and CSV export.
Household
- Members and rolesShare a household with your family — invite members and viewers, and switch between households.
- Importing your historyBring accounts, categories and every entry from another app into an empty household — checked against the file.
About
- Security and privacyHow Asienta keeps your financial data private — including from its own administrators.