Nitsova v. 2.5

Documentation

First Run

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.

At the beginning of Each Month

You must go to budget and set a budget for each category.

Everyday usage

You'll save each expense and each income transaction on the go.
It can't be easier than this.

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.

 

Transaction >> Income

The income Form looks like this:
 

 

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

 

 

Transaction >> Expenses

The expense Form looks like this:
 

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.

The budgets Form:

 

The budgets List:

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:

Here you can add/edit/delete an Expense category and also search for one.
Screenshot:
 
 

Income Category


Here you can add/edit/delete an Expense category and also search for one.
Screenshot:
 

 

The Application will generate the following Income reports based on transactions in each account.
 
 
Income Calendar: This page shows all transactions on a calendar. You can view for the month, the week or the day.
 
History Of Assets: will be shown here as well. 
 
Income Reports: A summary of Income  will be shown here. 
 
Here is an Example of generated reports
 
 
 
The Application generates the following expense reports based on transactions in the account.
 
 
Expenses Calendar: Calendar view of your transactions (per month, week or day).
 
Expense by category Reports: will be shown here. 
 
Expense Reports: A summary of expense will be shown here. 
 
Here is an Example of generated reports
 
 
To change settings account, click  settings