CFO
how your money is grouped
Grouping
Your own tree, the one the app is filing with
This is exactly what the app is using right now: 19 headings, 84 parts under them and 20 deeper still, built from your own year pages and every correction you have given me. Move things, rename them, take them out, add your own, then send it.
The tree
How to move something. Tap it once, then tap the heading it should sit inside, or tap a move here line to put it at the top level. Three levels is as deep as it goes. Taking a heading out keeps its parts and lifts them up a level, so nothing is ever lost by accident.
Sending does not re-file anything on its own. It comes to me. I re-map your earlier years onto the new grouping so this year against last year still means something, and it comes back on your pages. Nothing changes under you while you are looking at something else.
Ask me about the grouping
The only Claude button in the app.