Managing Income & Expenses

Track your spending and income patterns

Income & Expense Tracking

Dashboard Features

The Income/Expense dashboard provides:

  • Monthly income summary
  • Expense breakdown by category
  • Year-over-year comparisons
  • Spending trends and patterns

Adding Transactions

Go to Transactions to:

  • Manually add transactions
  • Categorize income and expenses
  • View transaction history
  • Edit and update transactions

Using the Chrome Extension

Import transactions directly from your bank using the Chrome extension (see Chrome Extension guide).

Categories

Manage categories in Settings → Categories. Create custom categories for your specific needs to better analyze spending patterns.

Yearly Comparison

Compare your income and expenses across different years to track progress and identify trends.

Visual Guide

Screenshot 1: Income & Expense Dashboard

Step 1: Income & Expense Dashboard

View monthly summaries, expense breakdowns by category, and year-over-year comparisons.

Screenshot 2: Add Transactions

Step 2: Add Transactions

Click "Add Transaction" to manually enter income or expenses with date, amount, and category.

Screenshot 3: View Transactions List

Step 3: View Transactions List

Browse all transactions in a table format, filter by category, and edit past transactions as needed.

Screenshot 4: Category Management

Step 4: Category Management

Go to Settings → Categories to create custom categories matching your specific spending patterns.

Screenshot 5: Use Chrome Extension

Step 5: Use Chrome Extension

Automate imports using the Chrome extension to pull transactions directly from your bank.

Related Guides

Budgeting

Create and manage budgets

Chrome Extension

Import transactions automatically