San BalanceMoney guide
How to set up accounts and opening balances
Build a reliable starting point for cash, bank and other money accounts without turning existing funds into new income.
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Practical money-recording guides
Understand the reasoning behind the San Balance workflow with independent guides to accounts, transactions, commitments and reports. The worked AUD example follows every event from opening balances to a reconciled month-end total, with a fictional CSV you can download and inspect offline.
Money guide
How to record transactions without double counting
Choose between income, expense, transfer, refund, void and adjustment by following the movement of money.
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How payment plans become actual spending
Keep one-time and recurring commitments separate from posted transactions until money really leaves an account.
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How to read reports and diagnose unexpected totals
Interpret posted income, expenses, transfers, opening balances, adjustments and currencies in the correct scope.
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A worked cash-flow ledger: from opening balances to the monthly report
Follow a fictional AUD ledger with two accounts, a transfer, a planned bill, a refund and a final reconciliation.
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