Expense Tracker - Help & User Guide

1. Home Screen

The Home screen is your starting point. It contains two main tabs: My Expense and Report.

My Expense shows a monthly overview of your Income, Expenses, Savings, and Remaining balance at a glance.

To record a transaction, use the Add Expense calendar. Tap today's date or any previous date. Future dates are not available for entry.

Expense Tracker Home screen and monthly overview

2. Add Transactions

The Add Transactions screen opens with Expense as the default Type and Grocery as the default Category. Use the drop-down lists to choose a different Type or Category when required.

Tip: You can change the default Type and Category from Preferences.

Select the required Type and Category.
Enter the Notes and Amount.
To add another transaction for the same date, tap the + / Add new Expense button.
When all entries are complete, tap Save Expenses.

After saving, the app updates the totals shown for Income, Savings, and Spent.

3. Reports

The Report tab lets you review your transaction history in Table or Graph view.

You can filter records by Day, Month, 3 Months, 6 Months, 1 Year, or a custom date range. You can also narrow the results by Type, Category, Notes, or Amount.

The totals at the bottom automatically reflect the currently displayed results. Use Export to save the report in PDF or Excel format.

Graph View

Graph view provides a visual breakdown of your transactions. Apply the date filters and switch the graph view by Type to focus on the information you need.

4. Categories

Use Categories to organize your transactions. You can create, edit, or delete categories for Income, Expense, and Savings, and select an icon to make each category easier to identify.

$Add New Category dialog$

5. Budget Planner

The Planner helps you set monthly budgets for expense categories and compare planned amounts with actual spending. You can also review budgets from the previous three months.

6. Settings & Data Management

Open Settings to manage Preferences, create a Backup, Restore saved data, or Clear All Data.

Important: Expense Tracker stores its data locally on your device. Create backups periodically so you can restore your data after changing or resetting your phone. Clear All Data permanently removes all records from the app.

7. Preferences

Preferences lets you personalize the app. You can choose the Theme and Currency, set the default transaction Type and Category, and configure the daily reminder notification and reminder time.

Quick Tips

Back up regularly
Especially before changing phones or clearing app data.

Use categories consistently
This makes reports and graphs easier to understand.

Set default values
Configure Type and Category in Preferences to speed up daily entry.

Use report filters
Focus on a specific period, category, type, note, or amount.