Everything you need to know about Alka in one place.

Whether you are looking to understand the basics, have some burning questions you need answered or simply want to know what we have been up to, here is where you'll find everything you need to know.

<aside> 💡 Press ⌘P (^P on Windows) anywhere to search the entire guide

</aside>

<aside> 💡 We're always trying to come up with more content that will benefit you, so don't hesitate to let us know your requests via email.

</aside>

Table of contents

Getting started


So you have been onboarded into Alka and are wondering what's next? These few steps will help you finish setting up your brand new account:

Import accounts

Create custom accounts

Archive and categorize transactions

Import transactions from a spreadsheet

Entities


These are the building blocks of Alka. Each one of them has specific properties and relates in different ways to one another:

Transactions

Transaction Splits

Accounts

Connections

Ledgers

Rules

Labels

Commodities

Prices

Views

Dashboards

Reports

Miscellaneous references


Keyboard Shortcuts

Settings

Omnibar

Filters

View editor

All entity fields

Common workflows


Transactions


Adding receipts to transactions

Tracking expenses across time

Tracking event expenses

Import transactions from a spreadsheet

Tracking manual expenses with Foreceipt

Transaction splits


Track expenses per category

Track event expenses

Ledgers


How to create a dummy ledger for testing?

Views


Create new views

Other


Filtering via the Omnibar

How to edit Table mode

Add detail view to a layout

Accounts


Connecting accounts

Import accounts from a spreadsheet

Tracking private investments

Tracking investments by industry

Merging manual accounts into synced accounts

Rules


Create new rules

Applying rules manually

Connections


How to create new connections

Commodities


How to create commodities?

Prices


How to create prices?