sycamore

what every source tag on the ledger means

every transaction has a source — manual, sassafras, pawpaw, bluejay, pecan, bank, opening. the source tells you where the entry came from and where to fix it if something's wrong.

3 steps~2 min
  1. 1

    manual

    you typed it in directly via "log expense" or "add transaction". to fix, edit the entry inside sycamore.

  2. 2

    sassafras / pawpaw / bluejay / pecan

    auto-fed from another suite app. to fix, open the source app — recategorize a sassafras receipt in sassafras; refund a pawpaw invoice in pawpaw. the change syncs back.

  3. 3

    bank / opening

    bank = a bank-feed entry (when the plaid integration is wired in). opening = a starting-balance entry created when you first set up your books.

    tip

    two entries with the same date, amount, and different sources usually mean a duplicate. one came in via auto-feed; you also typed it manually. fix by deleting the manual one — the auto-fed one is the source of truth.

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