01 Dashboard Overview
The main screen gives you a high-level view of your wealth. Each card updates automatically when you
add data.
- Total Income: Sum of all green-labeled transactions.
- Total Expenses: Sum of all red-labeled transactions.
- Net Balance: Your actual take-home money.
02 Logging Transactions
To record a new entry, use the side panel on your app page:
- Choose Type (Income or Expense).
- Select a Category from the dropdown.
- Type the Amount (we handle the currency formatting).
- Click Add to save it to your history.
03 Setting Budgets
Stay disciplined by setting a monthly spending cap.
Click the "Set Budget" button to enter your limit. The bar will change color
from Green to Red as you spend more.
04 History & Charts
Review your past spending patterns with visual tools.
- Doughnut Chart: Hover over segments to see which category eats most of your budget.
- Filter Chips: Click a category name to hide everything else.
- Delete: Use the 🗑️ icon to remove a mistake.
- Edit: use the ✏️ icon to edit a mistake.