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Documentation

Master the mechanics of Cashamole's privacy-first financial engine.

Category Life Cycle

Understand how categories evolve from creation to archival and their impact on your budget.

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Monthly Orchestration

The workflow for closing out the current month and preparing your finances for the next.

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Transaction Workflow

Detailed guide on how transactions are captured, categorized, and synced across devices.

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Single Source of Truth

Why your bank statement is the only record that matters for true reconciliation.

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The Rescue Boat

Mechanics of handling homeless transactions and keeping the month in balance.

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Snapshot Logic

The technical process of freezing monthly data to preserve financial history.

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Smart Import Engine

How the system cleans, deduplicates, and sanitizes your bulk financial data during upload.

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Inter-Month Relocation

The "Escape Hatch" for moving items that landed in the wrong period due to import errors or mistakes.

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