Dashboard

  • Total Expense
    • Total Categories User has added
      • Total Expense Items
        • Daily Expense
          • Current Week Expense
            • Current Month Expense
              • Current Year Expense
                • Data Analytics
                  • Navigation Links
                    • Reports

                      Category Management

                      • Create Category
                        • Go to Categories   >  Click on Add Button
                        • Select from star category or Enter custom category name
                        • Click on Confirm Button
                      • Edit Category
                        • Go to Categories > Click on category which needs to be edited
                        • Updated the name of the category
                        • Click on Confirm Button
                        • Note: Only custom category can be edited
                      • Delete Category
                        • Go to Categories > Swipe left the category which needs to be deleted
                        • Click on Trash button on the right side
                        • Note: Only category with (0 || Zero) items can be deleted
                      • Explore Items Related to a Category
                        • Go to Categories > Click on Items of a category
                        • Info: It will open the expense screen with all the Items linked with the selected category

                      Expense Management

                      • Add Expense
                        • Go to Expense > Click on Add Button
                        • On Add Expense Page
                          • Select category of choice
                          • Enter name of the expense
                          • Enter amount
                          • Click on Confirm Button
                      • Edit Expense
                        • Go to Expense > Click on expense item which needs to be edited
                        • Update category or Update name or update price
                        • Click on Confirm Button
                      • Delete Expense
                        • Go to Expense > Swipe left the expense item which needs to be deleted
                        • Click on Trash button on the right side
                      • Filter Expenses [Based on Month]
                        • Go to Expense > Click on search button
                        • Select year
                        • Select Month
                        • Info: It will filter the expenses and display items for selected Month and year
                        • Reset: Click on the refresh button to de-filter the records

                      Group Management

                      • Info
                        • Group management is useful to track family expenses
                        • User can be part of only one Group
                      • Add Group
                        • Go to Group > Click on Add Button
                        • Info: It will create a group and set the user as head
                      • Add Member
                        • Go to Group > Click on Add Button
                        • Scan the QR of a member from his/her profile page
                        • Info: It will add that user as a member of the group
                      • Delete Member
                        • Go to Group > Swipe left the member who needs to be removed from the group
                        • Click on Trash button on the right side
                        • Note: If you remove yourself from the group

                      Profile

                      • Properties
                        • Image
                        • Name
                        • Email
                        • Documentation
                        • Settings
                        • QR Code
                        • Logout
                      • Documentation
                        • It provides a well-defined way on How to use the App
                      • Policy
                        • It contains the terms & Conditions for Using the App
                        • It also provides a transparent Privacy Policy on Data Collection
                      • Settings
                        • Settings contain options to delete the data and delete the account
                        • Delete Data
                          • Go to Profile > Settings > Delete Data
                          • Accept the outcome by checking the checkbox
                          • Click on the Confirm Button
                          • Info: This will delete all Categories
                        • Delete Account
                          • Go to Profile > Settings > Delete Account
                          • Accept the outcome by checking the checkbox
                          • Click on the Confirm Button
                          • Info: This will delete all Categories
                          • Warning: Deleted Data cannot be Recovered
                        • Logout
                          • Go to Profile > Click on Logout
                          • Info: This will log out the user from the App
                        • QR Code
                          • QR code will help the user to be part of any Group
                          • Group Head can scan this QR and add the user to the Group

                      Reports

                      • Reports
                        • Go to Dashboard > Click on Reports
                        • Select specific type of report
                          • It will display category report for the selected Type
                          • Click on any category
                          • It will display expense items report for that category
                      • Custom Reports
                        • Go to Dashboard > Click on Reports > Click on Custom Report
                        • It provides options to choose from
                          • Specific Date
                          • Specific Year
                          • Specific Month of a year
                          • Date Range
                        • Select any and Click on Forward Arrow
                        • It will display category report for the selected custom option