Start a trip and its float

Set your home currency once, then create a trip with the float you received and the countries you will visit.

Pictures come from the sample workspace; the orange frame shows where to look or press.

  1. Step 1. Set your home country and currency

    Open Expenses in the menu. The first time, choose your home country; the base currency fills in (you can change it). Press Save. Later it shows as “Home: … · NGN” with a Change button.

    Step 1: Set your home country and currency
  2. Step 2. Press New trip

    Press New trip. Give it a title, the dates, and the float (the money you received) in the base currency.

    Step 2: Press New trip
  3. Step 3. Add the countries and their rates

    Under Exchange rates, press + Add country for each country you will visit, with its dates and the rate you actually got (for example from an ATM withdrawal). Rates are per 1 US$. You can add or correct rates later.

    Step 3: Add the countries and their rates
  4. Step 4. Your trip page

    Press Create trip at the bottom of the form. The trip opens with what you received, what you spent and the balance; this is where you add expenses.

    Step 4: Your trip page

Still stuck? Ask the chat at the bottom of the page, or email support@quantum-notemaster.com.

Next guide: Add an expense