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

Getting Started Overview

Learn the basics and start tracking your finances

Welcome to Personal Finance Tracker! This section will help you get up and running quickly. Learn how to create your account, navigate the dashboard, and set up your profile. Within minutes, you'll be ready to track transactions, create budgets, and manage your financial goals.

In This Section

Creating Your Account

Sign up and get started with Personal Finance Tracker

Understanding the Dashboard

Learn how to navigate and use the main dashboard

Setting Up Your Profile

Customize your profile and preferences

Quick Start Guide

1

Create Your Account

Sign up with your email and create a secure password. It takes less than a minute.

2

Add Your Bank Accounts

Connect your checking, savings, and credit card accounts to track everything in one place.

3

Start Tracking Transactions

Add your first transaction manually, with voice input, or by scanning a receipt.

4

Create Your First Budget

Set spending limits for categories like groceries, entertainment, and transportation.

Next Steps

After getting started, explore these features

Bank Accounts

Add and manage all your accounts

Transactions

Record and organize your spending

Budgets

Create budgets to control spending