Module 6 · The daily gesture

Entering an operation

The reflex that changes everything: logging each money movement in seconds, the moment it happens. Here's how entry stays fast while being complete.

PlannedupcomingTo reconcileexpectedDoneconfirmed
An entry travels from “planned” to “confirmed”: you steer present and future in one gesture.

The fields of an operation

From the central golden button, you open entry. Each operation is specified quickly:

  • The nature: Actual (already done) or Forecast (upcoming).
  • The type: Expense / Savings or Income.
  • The author: who made the operation — essential in Tribe Mode.
  • Amount, currency, category, description, date and payment method.

Actual or forecast?

This distinction is powerful: forecast lets you anticipate a future expense (it appears in your projections without yet affecting the actual), while actual records a real movement. You steer both the present and the future.

Manual reconciliation

Because Ozorys connects to no bank, you reconcile your transactions with reality. When an entered transaction actually appears on your bank statement, you 'point' it: it moves from expected to confirmed.

Key point

This manual reconciliation keeps your vault true to your real account and your Money Left to Live On reliable. Manual by design: no banking data is harvested, you stay in control.

The 30-second rule

Tip

Log the expense in the moment, not at night. Thirty seconds at the till beats an hour of reconstruction at month's end. The Global Ledger then lets you find and filter everything.

Module quiz

Test your knowledge

Question 1
What is the difference between « Actual » and « Forecast »?
Explanation: Forecast anticipates without affecting the actual; actual records a real movement. Both feed your projections.
Question 2
Why fill in the author of an operation?
Explanation: The author allows attributing each expense to a person, essential for a shared family budget.
Question 3
What is the right entry reflex?
Explanation: Logging immediately ensures accuracy and takes only seconds. Memory, on the other hand, forgets fast.
Module challenge

Three days of entry

For three days, log every expense in Ozorys the moment it happens — even the €2 coffee. At the end, look at your Ledger: you'll see exactly where your money goes, with no blind spot.