Hooldbudget

⚙️ Advanced Features Guide

Unlock powerful features for advanced budgeting. Multi-currency support, custom rates, events, and more.

Multi-Currency Support

Manage budgets in multiple currencies with automatic conversion:

Features:

  • Primary currency: Set for each virtual card
  • Secondary currency: View all amounts in another currency
  • Real-time rates: Automatic exchange rate updates
  • Custom rates: Override with your own rates

Custom Exchange Rates

Set your own exchange rates for historical data or projections:

Use cases:

  • Historical analysis with past rates
  • Future planning with projected rates
  • Fixed rate contracts

Events Tracking

Link transactions to events for better organization:

  • Create events (e.g., "Summer Vacation", "Wedding")
  • Tag transactions with events
  • See total spending per event
  • Track event budgets separately

Import/Export Transactions

Import transactions from bank statements or export for analysis:

Import:

  • Upload CSV files from your bank
  • Map columns to transaction fields
  • Review before importing
  • Bulk import saves time

Export:

  • Download transactions as CSV
  • Filter by date range or category
  • Analyze in Excel or Google Sheets
  • Keep backups of your data

Balance Sync

Correct your balance when it doesn't match reality:

💡 Tip: Use sync transactions to adjust your balance without affecting your budget calculations.

Unlock Advanced Features

Explore power user tools and optimize your budgeting.

Try Advanced Features

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Tips & Best Practices