Gem Help Guide

Add more fields to expenses

Gem allows adding more fields to your expenses, so you can record and organize expenses into wallets, events, tags and more.

These "fields" behave like a group of options (similar to wallets), which you can choose from when recording expenses, when searching, or creating budgets.

  1. Go to Settings > Wallets
  2. Tap the button on the top-right
  3. Tap Manage, then tap New folder
  4. Give it a name. I recommend using a group name, like "Wallets", "Events", "Tags" (use plurals)
  5. Tap Add
  6. Go back to Settings > Tap your new field (just below wallets)
  7. Gem automatically creates an "Untitled" item that you can rename (or create another one and delete this one)
  8. Tap New on the bottom-left to create more items
Tip

Since your field name is something like "Wallets", Gem will refer to it as "Set wallets" and "Create a new wallet". If you find this funny:

  1. Go to Settings > Wallets

  2. Tap the button on the top-right

  3. Tap Manage, then tap your field name

  4. In Abbr., type the singular version. For example, if you named it "Wallets" use "Wallet", for "Events" use "Event"...

  5. Tap Update

Set favorite wallets

If you add most of your expenses to a single wallet, like a primary credit card or budget, Gem can automatically choose this wallet for you whenever you create new expenses.

  1. Go to Settings > New items
  2. Under Favorites, tap Keep expenses in...
  3. Choose a wallet
Tip

  • Traveling? Create a new budget (or wallet) for it, like "NYC 2024", and set it as your favorite wallet. Just don't forget to change it when your trips ends 🥸

  • You can also set favorite income category, just look for Keep income in...

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