Snapshot Logic

Freezing the past to focus on the future.

The Monthly Freeze

Unlike spreadsheets that are constantly in flux, Cashamole uses Snapshots to "lock" your performance at the end of a month.

Technical Rule: Normalization

The engine automatically normalizes all incoming snapshot dates to the 1st of the month. If you upload 2026-02-14, the system stores it as 2026-02-01. This prevents duplicate snapshots for the same period.

Why Lock?

Locking a month prevents accidental edits to historic data, ensuring your "Year to Date" reports remain accurate.

Comparisons

By having distinct snapshots, you can compare your "Planned" vs "Actual" intent across different periods without noise.