1- As soon as you sign up, you need to create your accounts.
Create one for each of the following:
Each bank account, each credit/card, Cash, Paypal, Skrill, Venmo, Square Cash, Google Wallet, Zelle, etc
The next step is to enter the current amount:
Example: If you have $3500 in your bank account, go ahead and enter that same amount here in the system, under the respective account that you've just created.
So you go to Transactions, save an income transaction, select the right account, and you can name it "initial account balance"
2- Create Categories:
Income categories can be: salary, allowance, pension, apartment rental, garage sale, freelance earning, etc
Expenses categories can be: food, health, beauty, entertainment, investment, apparel, electronics, electricity, internet, taxes, etc
By the way, you can add, edit or remove accounts and categories at any time.
You must go to budget and set a budget for each category.
You'll save each expense and each income transaction on the go.
It can't be easier than this.
Upon payment success, users can register and start tracking their own money. The form is basic and straightforward. These are the fields to fill in.
Currency choose your local currency
Under Transaction, you'll find two forms where you'll be able to enter your expense transactions on the go and also your income transactions.
Name : Name the income source in question
Amount : Enter the amount
Category : The category of this transaction. (You can modify categories from incomes -> manage Categories)
Account : Type of money (example: Cash, Credit Card, Paypal, Wire Transfer, ect.)
Date : Date of transaction
Description : Enter a description if needed
Name : Name the expense in question
Amount : Enter the amount
Category : Select the category (You can modify categories from expense-> manage Categories)
Account : Type of money (ex. Cash, Credit Card, Paypal, Skrill, Square App, ect).
Date : Transaction Date
Description : Enter a description if you need to
In this section, you need to enter all the accounts that you normally use to pay or to get paid.
Examples: your bank accounts, each credit card (seperately), cash, Paypal, Skrill, Google Wallet, Square Cash, Venmo, Zelle, etc
Under Budgets, you manage your budget for the current month.
So for each category, you need to create a separate budget. For instance, let's say you want to allocate $800 for food, then click Add New Budget, pick the category and enter the amount.
Budget in Progress
This view is available on the Dashboard and it shows you the progress of each and every budget for the current month.
Out: How much money you've already spent.
Remaining Budget : How much money is left for the current month.
Here's the screenshot: