User Guide

A simple guide to help you track your money and understand your spending.

What You Can Do
A quick look at the main things this app helps you with

Core Modules

  • Expenses, Income, Investments
  • Credit Cards, Fixed Expenses
  • Dashboard analytics

Your Data

  • Private to your account
  • Sign in with Google to access
  • Export your data anytime
Start Here
Jump to any section
AuthenticationDashboardExpensesIncomeInvestmentsCredit CardsFixed ExpensesExport & BackupTips & FAQs
Sign In
Access your private tracker

Use your Google account to sign in. Once signed in, you’ll see your own private data. If you’re not signed in, you’ll be taken to the login page.

  • Your entries are tied to your account only.
  • Use the profile picture (top-right) to sign out.
Dashboard
One place to see totals and trends

The dashboard shows your latest numbers at a glance:

  • Total Income, Total Expenses, and Current Balance.
  • Charts to compare income vs expenses, see spending by category, and how your balance changes over time.
  • Recent transactions for quick review.
Expenses
Add, filter, and review your spending

Click + Add Expense and fill in Date, Category, Payment Method, Amount, and optional Notes. If you choose Credit Card, you’ll be asked which card—its usage and bill will be updated for you.

Income
Track where your money comes from

Add income with Date, Source, Method, Amount, and optional Remarks. You’ll see this month’s total, your average income, and a trend chart.

Investments
Keep an eye on SIPs and lump sums
  • Some common SIPs are preloaded—you can edit them or add your own. Mark them Active/Inactive anytime.
  • On your SIP day (e.g., 10th of the month), the app will add an expense for that SIP the first time you open it that day.
  • See your monthly investment trend and how much is SIP vs. one-time.
Credit Cards
Track limits, bills, and usage
  • Add cards with bill/due dates and credit limits. Keep tabs on amount used and the bill amount.
  • When you add an expense using a credit card, the card’s usage and bill go up automatically.
  • Visualize limit usage; monitor pending payments.
Fixed Expenses
Recurring monthly costs

Keep your regular monthly costs (like Rent, Loans, Insurance, Savings) in one place. Turn them on/off and quickly add them to Expenses using “Add from Fixed”.

Export & Backup
Download your data

Go to Settings → Export All Data to download everything as a CSV file (Expenses, Income, Investments, Credit Cards, Fixed Expenses).

Tips & FAQs
Make the most of the tracker
  • Try filters on Expenses/Income before exporting if you want to focus on a subset.
  • Pick the right card when adding card expenses to keep totals accurate.
  • Turn off SIPs or fixed expenses temporarily instead of deleting them.