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Books

A book is an isolated bookkeeping space with its own set of accounts, categories and transactions. Most of the time a single personal book is enough, but sometimes it's handy to add a second one — for example, a separate business book for your sole proprietorship. Any book can be shared with family or colleagues.

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Switching between books: personal and business — each with its own accounts, categories and dashboard.
On the phone: “···” → Books: each book shows its balance, accounts, transactions and type → “Open” on “ИП Соколова А. В.” → a short load → the business book Summary, with the business sections in the “···” menu.

Types of books

Personal

Created on first launch. Suited for everyday bookkeeping: budgeting, savings, trips.

Business

Separate bookkeeping for a sole proprietor, a self-employed person or a small project. The same features + counterparties as a first-class concept, a business profile, taxes and reports.

Internally both types work the same way — accounts, categories, transactions. The differences are in the business fields (profile, taxes, reports) of a business book. Sharing access with other people — inviting members — works in any book: it's a property of the book, not a separate type.

Create a new book

  1. Open Books in the sidebar (on mobile — via the ··· menu).
  2. Tap + New book.
  3. Choose the type (personal or business), enter a name and a default currency.
  4. Confirm — the app switches to the new book right away.
A new book: “Books” → “New book” → type (personal or business) → name and currency → “Create book”. The app immediately switches to the fresh book.
A new book on the phone: “Books” → “New book” → name, type and currency → “Create book” — and you land right in the new book.

The default currency sets the currency of the first account and the format for displaying amounts. Each book can have accounts in different currencies — that's not a limitation.

You pick it from the CBR currency reference — the rouble and the 53 foreign currencies of the daily table, the whole CIS included. On the computer and on the web it is a list with a search by name and code (“tenge”, “тенге”, “KZT”) and “Main / CIS / Other” groups; on the phone it is a sheet with a Find a currency field.

Switch between books

All your books are cards on the “Books” screen; on a computer and on the web it also opens from the plate with the current book’s name at the top of the sidebar. The active book is marked “active”, the others have an Open button: press it, and the contents of all tabs change, while the books’ data doesn’t mix.

On the phone there is no switcher at the book name in the header: open the ··· menu → “Books” and press Open on the book you need (the current one is marked “current”). On a tablet in the wide layout, “Books” also opens from the plate with the book’s name at the top of the sidebar.

Transfer between books

Sometimes you need to move money between books — for example, a personal contribution to your sole proprietorship or paying yourself back from the business. This is a cross-book transfer: a single transaction creates two halves — an expense in one book and an income in the other.

  1. Create a transaction (+ Transaction) and go to the Transfer tab.
  2. Turn on the “Transfer between books” toggle.
  3. In the “To” block, choose the destination book and the receiving account (in “From”, the current book and the source account are already filled in).
  4. Enter the amount — below it, the app labels which side is the expense and which is the income on its own.
Transfer between books: the “Transfer” tab → the “Transfer between books” toggle → destination book → amount. A single transaction: an expense in one book, an income in the other.
Transfer between books on the phone: “+” → “Transfer” → the “Between books” toggle → destination book, receiving account and amount.

The halves are linked: editing one automatically updates the other, deleting removes both. For each book its half is a real expense or income with the system category “Transfer between books”: the money really did leave one book and arrive in the other. So it counts in the book's income and expense and in its analytics, and in a business book's P&L and cash flow statement it gets a line of its own — after your categories (see “Reports”).

Archive and deletion

A book can be archived — it disappears from the switching list, but the data is kept and becomes available again when you unarchive it. This is safer than deleting. The last active book cannot be archived: create another book first or bring one back from the archive.

Archived books are gathered in the “Archived books” block at the bottom of the “Books” screen. You can bring a book back from the archive on a computer and on the web — with the Restore button in its row. On the phone a book can’t be unarchived: an archived book there only has Delete forever.

Deletion is irreversible: transactions, accounts, categories and history — all of it will be gone. If the book is in the cloud, the deletion syncs to all devices. Confirmation is required twice.

Deleting a personal book you've kept for a year is a very rare action. Before such a step, export to JSON: Import → Export. The file stays with you locally and needs no cloud at all to restore from.
“Books” → the gear on “Travel” → “Archive”: the book moves to “Archived books” at the bottom of the screen. Its row there has “Restore” and “Delete forever”; deleting asks you to type the book’s name — and the book is gone with all its data.
On the phone: Books → the gear on “Накопления” (savings) → “Archive” → “Archived books · 1” at the bottom → “Delete forever” → confirm: the archive block is gone.

Shared access

Any book — personal or business — can be used together with several people: invitations, members, shared history. It's a property of the book; you don't need to create a separate one. Details are on the “Shared access” page.

In short: shared access works only with Svodly Cloud connected (member permissions live on the server). Without the cloud, the access section shows an offer to connect. Bookkeeping in the book itself doesn't depend on the cloud and works offline.

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