Help & support

Work in this order: Accounts → Transactions → Payments → Reports. Accounts show where money is held, transactions record actual movement, payments plan commitments, and reports explain posted results.

An opening balance is money that already existed when you started San Balance. Enter it once on the correct account; it is not new income and is shown separately from operating income.

Choose Income when money actually enters an account and Expense when it leaves. Add a useful reason, category, date and the account that really received or paid the money.

A transfer moves money from one of your accounts to another. It changes both account balances but is excluded from income and expense totals, so do not record it as income plus expense.

Create a one-time plan for one bill or a recurring plan for subscriptions, rent, instalments and custom cycles. A plan and its open occurrences are forecasts and do not reduce an account yet.

Mark an occurrence paid only after money actually leaves the selected account. San Balance then posts the outflow and updates any linked debt from paid occurrences; Undo paid voids that posted transaction.

Use Refund for money returned from an original expense, and Void or Restore for ordinary corrections. These actions preserve the audit trail; only an opening-balance record has a permanent delete action in the transaction list.

Reports use posted records in the selected currency. Transfers are excluded from income and expense, opening balances and adjustments are separate, and an unpaid occurrence remains a commitment rather than actual spending.

Use accounts and reports in their actual currency. San Balance does not invent an exchange rate; choose one reporting currency or convert with a verified external rate before comparing totals.

Download CSV files for spreadsheets or a complete JSON export before reset, deletion or major edits. Exports are for safekeeping and review; the current app does not present them as a one-click restore button.

Reopen the visual tutorial from Help & Support or use Contact. Never include passwords, card numbers, PINs, access tokens, backup files or other secrets in a support message.