Wallets and accounts
Wallets represent balances you track, such as cash, banks, digital wallets, credit cards, savings, investments, or custom accounts.
Tarsi user documentation
Tarsi user guide
Setup, daily tracking, budgets, goals, debts, money owed to you, Tarsi Cloud, Tarsi Web, backups, imports, exports, and the features available across the product.
Start
Set up Tarsi
A good setup means your day-to-day entries take less time and your summaries make sense later.
- 1
Create or choose a profile
A profile keeps your wallets, categories, budgets, goals, debts, and settings together. Use separate profiles when you want fully separate sets of data.
- 2
Add your wallets
Create wallets for cash, banks, cards, e-wallets, savings accounts, or any place where money lives. Set each wallet currency and starting balance.
- 3
Log your first transaction
Add an expense, income, or transfer. Pick the wallet, category, date, amount, and optional notes, tags, or receipt images.
- 4
Turn on Tarsi Cloud
Sign in with Google or Apple in the mobile app to sync your profile. The same login can load your latest data in Tarsi Web.
- 5
Review your dashboard
Use Home, Wallet, History, Budgets, Goals, Debts, Owed to You, and Statistics to understand where money went and what needs attention next.
Concepts
Know the building blocks
These are the main objects Tarsi uses to organize your financial life.
Transactions
Expenses reduce a wallet, income adds money, and transfers move money between wallets without counting as spending or income.
Categories and tags
Categories answer what the money was for. Tags add flexible context across categories, such as trip names, projects, people, or events.
Budgets
Budgets help cap spending for a category, group, or period. Tarsi can compare actual spending against what you planned.
Goals
Goals track money you are saving toward something. Contributions move progress forward while keeping the target visible.
Debts and receivables
Debts track money you owe. Owed to You tracks money someone else owes you, including collections and receipt-style summaries.
Daily use
Log money as it happens
Tarsi is most useful when everyday entries are quick, clear, and easy to adjust later.
- 1
Use expenses for spending
Choose the wallet that paid, enter the amount, set the date, pick a category, and add notes or tags when helpful.
- 2
Use income for money received
Record salary, allowance, refunds, gifts, reimbursements, or any inflow. Income can be reviewed separately from spending.
- 3
Use transfers between wallets
Move money from one wallet to another for bank transfers, cash withdrawals, card payments, or e-wallet top-ups.
- 4
Edit when life changes
Open a transaction from History or a wallet view to update the amount, category, note, date, wallet, or tags.
- 5
Use quick chat for fast entries
Short entries like '120 lunch', '+2500 freelance', or '5k transfer BDO to GCash' can be turned into draft transactions.
Planning
Plan bills, budgets, goals, and debt
Use planning tools to look ahead instead of only reviewing what already happened.
- 1
Create budgets for categories
Set fixed or income-based budget amounts for recurring spending areas like food, transport, shopping, utilities, or subscriptions.
- 2
Track upcoming recurring items
Recurring expenses and income help Tarsi show what is coming soon, including subscriptions, bills, salary, and regular payments.
- 3
Build savings goals
Create a goal, set the target amount, then add contributions when you save. Use goals for emergency funds, travel, devices, or projects.
- 4
Manage installment expenses
Track purchases paid over time so the full plan, paid amount, remaining amount, and upcoming payments stay visible.
- 5
Track debts and money owed to you
Record borrowed money, lent money, advances, payments, and collections so balances stay clear for each person or account.
Review
Understand your money
Use Tarsi's review screens to spot patterns, audit balances, and decide what to do next.
- 1
Start from Home
Home summarizes balances, recent activity, upcoming items, budget status, goals, debts, and shortcuts to common tasks.
- 2
Use Wallet for balances
Wallet shows each account balance and account activity so you can check where money currently sits.
- 3
Use History for the ledger
History keeps the transaction list searchable and filterable by date, type, category, wallet, and other details.
- 4
Use Statistics for trends
Statistics and charts help compare spending, income, categories, cashflow, and changes over time.
- 5
Use Forecasted Cashflow
Forecasting combines current balances with upcoming recurring items to estimate what your money may look like ahead.
Cloud and Web
Use Tarsi Cloud and Tarsi Web
Tarsi Cloud keeps your profile available across devices. Tarsi Web gives you a wider desktop view of that same profile.
- 1
Sign in on mobile
Use Google or Apple sign-in from the mobile app, then enable profile sync for the profile you want available in the cloud.
- 2
Open Tarsi Web
Go to app.tarsi.cloud on a desktop browser. Sign in with the same Google or Apple account used in Tarsi mobile.
- 3
Let your profile load
Tarsi Web loads the latest cloud profile automatically when a synced profile is found for your account.
- 4
Review and make quick edits
Use the desktop dashboard to review balances, history, budgets, goals, debts, receivables, statistics, and quick transaction entries.
- 5
Sync or sign out
Cloud-backed changes sync back to Tarsi Cloud. Signing out clears the cloud session on the web app and returns to the login screen.
Backup and import
Move your data safely
Backups are useful for review, migration, troubleshooting, and keeping a copy outside the app.
- 1
Export from mobile
Use the app's export or backup options to create a JSON or CSV file. JSON keeps the richest Tarsi structure.
- 2
Import into Tarsi Web
On the web app, choose a JSON or CSV export to open it locally in your browser without needing cloud login.
- 3
Review before sharing
Backups can include financial details. Only share exports with people or services you trust.
- 4
Export again after edits
If you make changes in a local imported session on web, export the updated JSON so you keep those changes.
Settings and safety
Keep Tarsi comfortable
Settings let you tune the app to the way you track money and the level of protection you want.
- 1
Set currency preferences
Choose your preferred currency and configure wallet-level currencies when you track money across different currencies.
- 2
Use profile settings
Rename profiles, review sync options, manage backups, and keep separate financial contexts apart.
- 3
Review account groups
Group accounts when you want cleaner wallet organization, such as cash, banks, cards, savings, or shared balances.
- 4
Use privacy controls
Enable device-level protection such as Face ID where available, and be careful when exporting or sharing backup files.
- 5
Recover recent deletes
Use Recently Deleted when supported to review or restore items that were removed by mistake.
Features
What Tarsi can help with
Use this as a feature directory when you are deciding which part of the app fits a money task.
Track
Record the day-to-day movement of money.
- Wallets and account groups
- Expenses, income, and transfers
- Categories, subcategories, and tags
- Receipt images and transaction notes
- Searchable transaction history
Plan
Turn future money into visible commitments.
- Category budgets
- Savings goals and contributions
- Recurring expenses and recurring income
- Planned payments and upcoming activity
- Installment purchase tracking
Settle
Keep borrowed, lent, and shared money clear.
- Debts you owe
- Money owed to you
- Collection and payment records
- Bill splits
- Shared balances and shared groups
Review
Make sense of the numbers after they are logged.
- Home dashboard
- Wallet overview
- History calendar
- Cashflow and statistics
- Forecasted cashflow
Automate
Reduce repeated work and speed up entries.
- Expense and income templates
- Quick chat transaction parsing
- Receipt scanner support
- Notifications and reminders
- Shortcut actions
Sync and export
Use your data across mobile, web, and backups.
- Tarsi Cloud profile sync
- Google and Apple sign-in
- Tarsi Web desktop dashboard
- JSON and CSV import
- Updated JSON export from web
Extras
Helpful tools around your financial life.
- Currency exchange tools
- Income tax calculator
- Shopping list
- Notes
- Warranty tracker
Tarsi Web
Open your profile on a bigger screen
Use Tarsi Web for desktop review, cloud profile sync, imported backup review, quick transaction entry, and JSON export after web edits.
Cloud login
Sign in with Google or Apple to load synced data.
Local import
Open JSON or CSV exports directly in the browser.
Export
Save an updated JSON copy after local web edits.
FAQ
Common questions
Short answers for the questions that usually come up while getting started or moving data around.
Is Tarsi Web a separate account?
No. Tarsi Web is a companion for Tarsi mobile data. It can load a cloud-synced profile or a local JSON/CSV export.
Do I need Tarsi Cloud to use the web app?
No. Cloud login is the easiest way to sync automatically, but you can also open a local JSON or CSV export in the browser.
Which backup format should I use?
Use JSON when you want the richest Tarsi backup. CSV is useful for spreadsheet review and simpler transaction exports.
What should I do if balances look wrong?
Check recent transfers, deleted or duplicate transactions, wallet starting balances, account currency, and any imported data adjustments.
Can I use multiple currencies?
Yes. Set each wallet's currency and review exchange-rate behavior when comparing balances or reports in a preferred currency.
Can I use Tarsi for shared money?
Yes. Use bill splits, shared balances, shared groups, debts, and Owed to You depending on whether you are splitting a purchase, tracking a shared balance, borrowing, or collecting.
Ready to use it?
Open Tarsi Web to sign in with your Tarsi Cloud account, import a backup, or try the demo profile before connecting your own data.
