Operations
Your operations (/operations), on the tab bar of the wealth screen, is one ledger for every
payment in and out, across every account. An operation always belongs to an account, so you need an
account before the ledger can hold anything.
Recording one
Section titled “Recording one”New operation opens a form: the account, the date, the amount, the label, a type and a category, then optionally a fee, a tax and a note. The sign is the direction: a negative amount is money out, as the field’s own placeholder says. Nothing fills the form in for you: Badlen connects to no bank. A whole statement comes in with your assistant or from a file, and The five ways in compares them.
Reading the list
Section titled “Reading the list”Operations load 200 at a time, newest first, and Load the next ones fetches the rest. The header shows how many are loaded against the total, such as 200 of 5,304.
Clicking the Amount header sorts by amount, biggest first, and a second click turns the order round; Date goes back to the order in time. The amount is compared without its sign: a −€1,180 rent comes before a €900 salary. At equal amounts, money out comes before money in, then the newest first. The sort covers every operation the filters match, not only the ones already loaded, and it is kept in the address. On a phone, Sort by above the list does the same.
Six filters narrow it:
| Filter | What it takes |
|---|---|
| Search | A bank label or a note: plumber, invoice 2026-114 |
| Account | One account, or all of them |
| Category | One category; a parent also brings back what is filed under its subcategories |
| Uncategorized | Only what is filed nowhere |
| From / To | A period. An end before its start is refused, with a button to clear it |
| Direction | All, Money in or Money out |
Each active filter becomes a chip above the table, removable one at a time, with Clear everything beside them. A search that matches nothing says so and offers to clear the filters, which is not the same screen as having no operations at all.
Every row carries a category picker, a note, Edit and Delete. The picker opens on the families, each with its icon and colour; a family opens on its sub-categories, and the family itself can be chosen too. Typing searches the whole tree at once, ignoring accents and capitals: “alim” finds Alimentation, and Enter takes the first result.
Categorize automatically
Section titled “Categorize automatically”It runs in two layers: your own rules first, in priority order, then the built-in keyword set. The built-in layer refuses to file money going out under an income category; your own rules are applied as written, because you chose them.
Nothing is filed straight away. A window lists what it recognised: the date, the label, the amount, the account, the proposed category and what gave it away (one of your rules, or the word it spotted). Every line is ticked; untick the ones that are wrong, or change the category in place. The button at the bottom files the lines still ticked; Cancel or the close button leaves everything as it was. An operation you edited or filed in the meantime is left alone, and the result says how many. When nothing is recognised, it says so without opening the window.
Rules are written on the Categories tab, which Categories and rules covers.
Movements are not operations
Section titled “Movements are not operations”An account’s Movements tab lists three different things: cash operations like these, dated buy and sell orders on a line, and the change between two balances you typed. The third is not an operation and Badlen cannot know what it was, so it asks: a passbook that went from 7,500 to 8,000 may have earned 500 or received a transfer. One click on Interest or Deposit settles it, and clicking the chosen word again undoes it.