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

Creating Your Account

Get started with Personal Finance Tracker by creating your account

Creating an account is quick and easy. Follow these steps to get started with Personal Finance Tracker and begin managing your finances.

1

Navigate to the Registration Page

Click the "Sign Up" or "Get Started" button on the homepage. You'll be taken to the registration form.

Step illustration
2

Enter Your Information

Fill in the required fields:

  • Email address: Use a valid email you have access to
  • Password: Create a strong password (at least 8 characters)
  • Full name: Enter your name for personalization
Registration form showing email, password, and name fields
3

Verify Your Email

After submitting the form, check your email inbox for a verification link. Click the link to verify your email address and activate your account.

💡 Tip

Check your spam folder if you don't see the verification email within a few minutes.

4

Start Using Personal Finance Tracker

Congratulations! Your account is now set up. You'll be redirected to your dashboard where you can start adding accounts, recording transactions, and managing your finances.

What's Next?

Now that your account is created, we recommend exploring the dashboard to understand the main features. Then, add your first account to start tracking your finances.