Interface overview

Every version of Svodly — desktop, web, mobile — is laid out the same way. The side navigation (or the bottom tabs on a phone) takes you to the sections. Here's a short map to help you find your way around.

Main sections

A business book adds its own sections on top of this set: Settlements, Taxes, Reports, Documents and the Payment calendar.

From a nested screen — a category page, a project, tag or counterparty page, an account card, “Purchases” and “Receipts” inside “Analytics” — you can surface back to the section's list by clicking the already-highlighted menu item again. It works the same way in the sidebar, in the phone's section menu, in the mobile sheet and in the command palette.

The “References” group

Four references — Categories, Counterparties, Projects and Tags — are collected into one group. On the computer and on the web it is a collapsible “References” group at the very bottom of a personal book's sidebar.

• The group is collapsed by default — clicking the heading expands it.
• The choice is remembered on the device: collapse it and it stays that way.
• If you are inside a reference while the group is collapsed, the heading is marked with a dot — you can see where you are.
• Jumping to a reference from the command palette expands the group itself.

And the main thing for working with references: a row of any of them opens the entry's page — a category, project, tag or counterparty page — with its transactions and analytics; editing opens from the pencil in the header there and, on the phone, with a long press on the row too.

In a business book the sidebar is split into captioned groups, and the references (Categories · Projects · Tags) are the last of them; “Counterparties” sit in the “Billing” group next to “Settlements” and “Documents”.

The project archive

The renovation is finished, the holiday is over — a project is no longer needed in day-to-day work, but throwing it away together with its transactions would be a shame. A project is archived just like an account: the Archive button in its card. Everything else about projects — the page, the budget and the deadline — is on the “Projects” page.

• An archived project is not offered in forms — not in a new transaction, not in a budget, not in the default filters.
• It leaves the active list for the “Archived projects” section at the bottom of the reference — with the date it was archived and its all-time result.
• Transactions, the budget and the whole history are kept. In the “Transactions” filter such projects are gathered into an “Archive” group, and on a transaction that already carries the project it is shown with an “(archived)” note.
• To bring a project back into work — the Restore button. The action is reversible, unlike deletion.

A project, like an account, can be deleted only from the archive — and there you also choose where its transactions go: leave them without a project or move them to another one.

In a business book projects are called directions — the mechanics are the same, only the button labels differ.

Where things are in the mobile app

On the phone there are four main tabs at the bottom and a large + button for quick entry:

• Summary — the dashboard.
• Transactions — the list and search.
• Accounts — cards and cash.
• Cashback — cashback rules per card.

The remaining sections (Analytics, Books, Budgets, References, Family / shared access, Import & export, Backups, Settings) are tucked into the ··· menu in the corner of “Summary”. You can open them with a single tap.

The four references — Categories, Counterparties, Projects and Tags — live in a single “References” row under “Budgets”. A tap slides the menu to a sub-level holding them and a Back row; the menu itself stays open.

In a business book the bottom tabs are different: Summary (a dashboard with taxes and the forecast), Transactions, Accounts and Counterparties — while Settlements, Taxes, Reports and the other business sections open from the same ··· menu.

Part of the app can live on the phone's home screen: the quick-entry, budget, upcoming and cashback widgets open the right screen with a single tap.

The bottom bar can be assembled to taste

The default set does not suit everyone: some people never use cashback but open “Analytics” every day. So the four buttons around the “+” are configurable — any section of the book can be put into them.

1. Open Settings → “Bottom bar” — or simply long-press the bar itself.
2. Tap the slot you want to replace.
3. Pick a section from the list. If it already occupies another slot, the two slots swap places — there will be no duplicates.

• Sections that did not make it into the bar do not go anywhere — they stay in the ··· menu.
• The sets of a personal and a business book are independent: a personal one can keep “Budgets”, a business one “Settlements” or the “Payment calendar”.
• The Reset button restores the default set.
• The setting is stored on this device and does not drift through the cloud.

On the web on a phone the bottom bar is configured the same way: Settings → “Appearance” → “Bottom bar” — the same four slots around “+”, separate sets for a personal and a business book and the Reset button. A section put into the bar leaves the “More” menu so it does not show up twice, and one pushed out of the bar goes back to the menu — even “Transactions” or “Cashback” stay one tap away.

A tablet has no bottom bar — there a side rail holds every section at once, and there is nothing to configure. The setting applies to the phone layout.

Tabs can be swiped

The tabs of an account card and of “Analytics” on the phone are switched not only by tapping the heading but also by a horizontal swipe across the content — like pages. The underline of the active tab follows your finger.

The web on a phone works like the app

On a narrow screen — up to 768 points — the web version follows the phone app rather than shrinking the computer interface: the same bottom bar with “+”, the other sections in the “More” menu, the same labels, empty screens and hints. Forms and pickers slide up as bottom sheets instead of windows in the middle of the screen. “Import and export” opens full-screen and shows the import history, and several transactions are ticked with a long press on a row. “+” on the page of an account, category, project, tag or counterparty opens a new transaction with it already filled in.

The order of the Summary cards

The Summary is made of cards — figures, cash flow, spending by category, recent transactions, budgets, goals, debts, loans. The order is set by dragging, and cards you don't need are removed with the “eye” — on every platform, the phone feed included. How that works is covered in “Summary → The order of the cards”.

On the phone “Budgets”, “Goals”, “Debts” and “Loans” are hidden by default: the feed opens with the balance and goes straight to the transactions by day. The block you want is switched on with the same “eye” in the “Arrange blocks” mode.

On a tablet — the computer's layout

On a tablet the app does not stretch the phone interface: it switches to the wide layout. Instead of the bottom tab bar there is side navigation with every section at once, “Transactions” becomes a table like on the computer, “Summary” and “Analytics” are laid out in a grid, “Accounts” gain a balance-over-time chart, and the lists (categories, counterparties, projects) are shown as tables. Picking a category, an account or a date opens a popover next to the field rather than a sheet from the bottom of the screen. A business book lives in the wide layout too, with its own sections.

The layout is decided by the window width, not by the device model: wider than 768 points — wide layout, narrower — the usual phone one. The threshold is the same as on the web, so on one and the same tablet the app and the web version have the same structure. In split-screen mode the layout follows the window: narrow it and the app returns to the phone view, widen it and the wide layout is back.

Parity with the computer reaches the details too: the columns of the “Transactions” table are configurable — “Name”, “Project” and the business set are switched on and off exactly as on the computer, while tags appear as a line under the transaction title. And from a reference row (“Counterparties”, “Projects”, “Tags”) or from an “Analytics” card — a doughnut segment, a “Large expenses” row, a tag — a single tap leads to “Transactions”, already filtered.

The “Summary” notices — an upcoming loan payment, the end of a credit card's interest-free period and the statement check, upcoming subscription charges, “Access removed” — sit together as one block above the cards, just like on the computer. And in the “Categories” table a category with a monthly limit shows the budget bar under its name.

In portrait orientation a tablet shows one column, in landscape — two; that is not a limitation but a consequence of the same width rule. A phone never switches to the wide layout — it is not wide enough even in landscape.

Light and dark theme

By default Svodly follows your system appearance, but you can set the theme manually: Settings → Appearance → Theme. Three options — System (matches your system), Light and Dark. The choice is remembered separately on each device.

Interface language

Svodly speaks two languages — Russian and English. On the phone the app opens in Russian by default, whatever the system language; on the computer and in the browser the first launch follows the system or browser language (English unless it is Russian). You can change the language at any time: Settings → Appearance → Language, or with the language switch on the first screen. The choice is stored separately on each device and doesn't affect the book data. The set of social sign-in buttons depends on the interface language (see “Svodly Cloud account”).

Search and filters

On the Transactions tab, search looks across the note, category, counterparty, tags, receipt items and amount all at once. You can combine it with filters: period, account, category, counterparty, project, tags, amount and transaction type. The category, counterparty, project and tag chips take several values with a selection mode — “Any / All / Hide”: at least one of the ticked values, every one of them or none. Frequent sets of filters can be saved under a name and turned on with one tap — the “★” chip comes first in the row.

On a computer the filter bar is compact: inactive filters are collapsed into round icons, only the applied chips take up space, and the “⇵” button on the right opens import and export. More on filters and the total over the filtered selection — in “Transactions”.

Amount input

In any money field — a transaction amount, a budget limit, an opening balance — the digits are grouped by thousands on the fly: you type “10000” and the field immediately shows “10,000”. That makes it harder to be off by a zero, and large amounts read at a glance.

The amount limit is 9,999,999,999,999.99. A longer number, such as an account number pasted by mistake, is not saved: the form replies “The amount is too large” (more in “Transactions”).

Fixing typos (Windows)

In the Windows app a misspelt word in a text field is underlined. Right-click it and up to five corrections appear above “Copy”, “Cut” and “Paste”. Clicking a correction replaces the word, and Ctrl+Z brings the original back. On the web spelling suggestions come from the browser itself, and the Linux app has no spell check.

Keyboard shortcuts (desktop and web)

The shortcuts work in any keyboard layout: the app recognizes a key by its place on the keyboard, not by the letter it types. In the Russian layout N is the “Т” key and G is “П”. Ctrl / ⌘ + K and / in the search of these docs work the same way.

Several devices at once

If you've connected the cloud, every instance of the app automatically picks up changes. With the same book open on your phone and laptop, a transaction added in one place shows up in the other within a few seconds.

More on how this works — “Sync”.