Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Welcome to Personal Finance Tracker Docs

Comprehensive guides to help you master your personal finances

Learn how to track expenses, manage budgets, set goals, and gain insights into your spending habits. Choose a category below to get started.

Getting Started

Learn the basics and set up your account

  • •Creating Your Account
  • •Understanding the Dashboard
  • •Setting Up Your Profile

Accounts

Manage your financial accounts

  • •Adding Accounts
  • •Viewing Details
  • •Editing Information
  • •Managing Multiple Accounts

Transactions

Track your income and expenses

  • •Adding Expenses
  • •Adding Income
  • •Editing Transactions
  • •Bulk Operations

Smart Input Features

Use voice and receipt scanning

  • •Voice Input
  • •Receipt Scanning

Budgets

Create and manage your budgets

  • •Creating Budgets
  • •Tracking Progress
  • •Budget Alerts
  • •Best Practices

Goals

Set and achieve financial goals

  • •Creating Goals
  • •Contributing
  • •Tracking Progress
  • •Completing Goals

Reports & Analytics

Visualize your financial data

  • •Viewing Reports
  • •Understanding Charts
  • •Exporting Data
  • •Summaries

Preferences & Settings

Customize your experience

  • •Preferences
  • •Notifications
  • •Currency Settings
  • •Account Settings

Tips & Best Practices

Expert advice for better financial management

  • •Budgeting Tips
  • •Goal Strategies
  • •Organization Tips
  • •Category Usage

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