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

Introduction to Personal Finance Tracker

Learn what Personal Finance Tracker can do for you and how to get started

Welcome to Personal Finance Tracker!

Personal Finance Tracker is your comprehensive solution for managing your money. Whether you're trying to stick to a budget, save for a goal, or simply understand where your money goes, we've got you covered.

What You Can Do

Track Transactions

Record income and expenses with detailed categorization. Use voice input or receipt scanning for quick entry.

Manage Budgets

Create monthly budgets by category and track your spending against them in real-time.

Set Financial Goals

Define savings goals and track your progress. Contribute directly and watch your goals come to life.

View Reports

Visualize your financial data with charts and graphs. Export reports for deeper analysis.

Manage Accounts

Track multiple bank accounts, credit cards, and cash accounts all in one place.

Smart Features

Use voice commands to add transactions or scan receipts with your camera for instant data entry.

How to Use These Guides

These guides are organized by feature area. Each guide includes:

  • •Step-by-step instructions with numbered steps
  • •Screenshots showing exactly what to do
  • •Tips for getting the most out of each feature
  • •Warnings about common pitfalls to avoid

Navigation Tip: Use the sidebar (or menu button on mobile) to jump between guides. Use the Previous/Next buttons at the bottom of each page to work through guides in order.

Ready to Get Started?

If you're new to Personal Finance Tracker, we recommend starting with the Getting Started section. This will walk you through:

  1. Creating your account
  2. Understanding the dashboard
  3. Setting up your profile

From there, you can explore specific features based on what you want to accomplish. Most users start by adding their accounts, then recording a few transactions to get comfortable with the interface.