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.

The “References” group

Four references — Categories, Counterparties, Projects and Tags — no longer take up four rows of navigation. On the computer and on the web they are collected into 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: every row of “Categories”, “Counterparties”, “Projects” and “Tags” has an Open transactions button — the journal opens already filtered by that entity and the period of the screen (the reference's “month” becomes a “This month” chip, and a category includes its subcategories). Clicking the row itself still opens it for editing.

Nothing has changed in a business book: its sidebar was already grouped.

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.

The order of the Summary cards

The Summary is made of cards — figures, cash flow, spending by category, recent transactions, budgets, goals, debts. 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” and “Debts” 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 “Customise cards” 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.

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. The language is chosen on first launch and can be changed at any time: Settings → Appearance → Language. 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 amount, date, description, category and counterparty all at once. You can combine it with filters: period, account, category, counterparty, project, tags and transaction type. The tag filter takes multiple selections: a transaction makes the cut if it carries at least one of them.

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.

Keyboard shortcuts (desktop and web)

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”.