Cash Register & Wallet Management — Complete Guide

What is the Cash Register?

The Cash Register is Wevanta' dedicated module for tracking your physical cash — money in your wallet, a petty cash box at home, or any cash you keep outside a bank account. Unlike the Accounts section which aggregates all asset types, the Cash Register shows only your Cash Wallet accounts in one focused, fast interface.

Think of it as your digital cash book: every note you spend or receive gets entered here, and Wevanta keeps a rolling balance so your net worth always reflects how much physical cash you actually have on hand.

Step 1: Setting Up Your First Cash Wallet

Before you can use the Cash Register, you need at least one Cash Wallet account. If you have not created one yet, you will see an empty state with a prominent "Create your first Cash Wallet" button.

How to Create a Cash Wallet

1. Click the Create Cash Wallet button on the Cash Register page (or go to Portfolio → Accounts → New Account).
2. Select Account Type: Asset.
3. Select Category: Cash Wallet.
4. Give it a meaningful name — for example: "My Wallet", "Home Safe", or "Petty Cash".
5. Enter the Current Value — this is how much cash you have in that wallet right now. For example, if you have ₹3,500 in your wallet today, enter 3500.
6. Click Save.

Step 2: Understanding the Cash Register Dashboard

Once you have at least one wallet, the Cash Register shows two key sections:

The Summary Bar (Top Card)

• Cash On Hand: The single most important number — the total combined balance across all your active Cash Wallet accounts, displayed in large blue text. This number feeds directly into your Net Worth on the main Dashboard.
• Accounts Tracking: A row of individual wallet pills showing each wallet\s name and its current balance side by side. For example: 💵 My Wallet: ₹3,500 and 💵 Home Safe: ₹12,000. This lets you see at a glance which wallet has how much without opening each one.

The Cash Book (History Table)

Below the summary is your full cash ledger — the Cash Book. Every transaction ever recorded for any of your Cash Wallets appears here in a paginated list (50 entries per page), sorted newest first. The columns are:

• Wallet: Which specific wallet this entry belongs to (useful when you have multiple wallets).
• Type: A coloured badge — green for Cash In (Deposit / Income) and red for Cash Out (Expense / Withdrawal).
• Date: The date of the transaction. Entries from today are additionally tagged with a TODAY badge so you can instantly spot recent activity.
• Notes: A free-text description you wrote when logging the entry — for example "Coffee", "Auto fare", or "Grocery shop".
• In / Out: The amount, prefixed with a green + for money coming in and a red − for money going out, shown in monospace font so amounts line up perfectly.

Step 3: Recording a Cash Transaction

There are two entry points for logging cash movements:

Option A — From the Cash Register page (recommended for detail)

1. Click the Add Cash In (+) green button to record money you received (salary advance, reimbursement, sold something for cash, etc.).
2. Click the Add Cash Out (−) red button to record money you spent (groceries, auto, food, petrol, etc.).
3. A quick modal form slides in with three fields — see below.

Option B — From the main Dashboard (fastest method)

On your Dashboard, the Cash in Hand KPI widget has a small + and − button. Tapping either opens the same modal instantly, without navigating away from the dashboard. Ideal for logging a ₹50 chai while glancing at your portfolio.

The Cash Entry Modal — Every Field Explained

Whether you open it from the Cash Register or the Dashboard, the modal has the same three fields:

The date is automatically set to today when using the quick modal. If you need to log a transaction for a past date (e.g., you forgot to enter yesterday\s ₹200 restaurant bill), use the full transaction form from Portfolio → Accounts → [Your Wallet] → Add Transaction where you can pick any date.

Step 4: How Wevanta Updates Your Balance

When you click Save to Wallet, Wevanta does not just add a row to a list. It runs a full recalculation of the wallet\s balance:

• For Cash In (Deposit / Income type): The wallet\s current_value increases by the amount entered.
• For Cash Out (Expense type): The wallet\s current_value decreases by the amount entered.
• The new Cash On Hand total in the summary bar updates immediately.
• Your Dashboard Net Worth and Financial Health Score (Emergency Fund pillar) both recalculate in real time to reflect the new cash balance.

Step 5: Correcting a Mistake

Made a typo? Entered the wrong wallet? No problem.

1. Go to Portfolio → Accounts → [Your Wallet] to open the wallet\s detail page.
2. Locate the transaction in the history list.
3. Click Edit (pencil icon) to correct the amount, change the wallet, or fix the notes.
4. Alternatively, click Delete (trash icon) to remove the entry entirely. The wallet balance will recalculate automatically after deletion.

Multiple Wallets — Advanced Use Cases

Power users maintain separate wallets to model real-world cash segregation:

• Personal Pocket Wallet: Day-to-day spending cash.
• Home Safe: Larger cash reserves kept at home for emergencies.
• Travel Wallet: A dedicated wallet you top up before a trip and drain during it — giving you a perfect travel cash report afterward.
• Business Petty Cash: If you run a home business and keep separate cash for business expenses.

Each wallet appears as its own pill in the summary bar, and all entries across all wallets flow into the single unified Cash Book, giving you both the granularity of separate tracking and the convenience of one combined view.

Where Cash Fits in Your Net Worth

Cash Wallet accounts are categorised as Assets in Wevanta. This means:

• Your total Cash On Hand is included in the Total Assets figure on the Dashboard.
• It feeds the Emergency Fund pillar of your Financial Health Score. Wevanta measures whether you have at least 6 months of monthly expenses kept as liquid cash. The more accurately you track your wallet balances, the more accurate your Emergency Fund score becomes.
• It appears in the Asset Allocation widget under the Cash segment of the pie chart.