Welcome to Budgeteer — a personal finance dashboard to track your accounts, transactions and spending categories.
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+ Create an account — Head to Accounts and add at least one financial account (e.g. "Current Account", "Savings"). Set the opening balance and choose a currency.
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+ Set up categories — Visit Categories to organise your spending. Pick an emoji icon for each category to make them easy to spot.
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+ Record transactions — Go to Transactions or use the + Add button on the Dashboard to log income and expenses.
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+ Review your dashboard — The Dashboard shows a balance trend chart and lists your recent and upcoming transactions.
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+ @* ── Dashboard ── *@
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📊 Dashboard
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The Dashboard is your home screen and gives you an at-a-glance view of your finances.
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Balance Trend Chart
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The chart shows projected balances for each account over a time window starting from today. Use the preset buttons (7d, 30d, 90d, 1y) to look ahead, or pick custom dates with the date pickers.
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Recent & Upcoming Tabs
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Recent — Transactions that have already occurred, sorted by most recent first.
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Upcoming — Future transactions (including recurring ones) with projected account balances shown alongside each entry.
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Quick Actions
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Click a transaction to expand it and reveal Edit and Delete buttons.
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Use the search box to filter by description, account, category or amount.
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When you have multiple accounts, use the account filter buttons below the tabs to show or hide specific accounts.
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The + Add button opens a quick-add modal — after saving, the form stays open so you can add multiple transactions in a row.
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+ @* ── Accounts ── *@
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🏦 Accounts
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The Accounts page lets you manage your financial accounts.
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Add an account — Enter a name, starting balance, currency and colour. The colour is used throughout the app to identify the account.
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Edit — Click the Edit button on any account card to change its name, currency or colour.
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Adjust balance — Click the displayed balance amount to manually correct it.
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Delete — Removes the account and all associated transactions. This cannot be undone.
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Account balances are also shown in the navigation sidebar — click them to jump to the Accounts page.
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+ @* ── Transactions ── *@
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💸 Transactions
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The Transactions page provides a full sortable and searchable table of all your transactions.
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Adding a Transaction
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Fill in the description, amount, date, type (Income or Expense), account and optionally a category.
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Amounts are always entered as positive numbers — the type field determines whether it adds to or subtracts from the account balance.
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Recurring Transactions
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Set a recurrence of Daily, Weekly, Monthly or Yearly when creating a transaction.
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Optionally set an end date (up to 1 year from the transaction date). If left blank, it defaults to 1 year.
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Future occurrences appear in the Upcoming tab on the Dashboard.
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When editing a recurring transaction, changes apply to that occurrence and all future ones in the series.
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When deleting, you can choose to delete just one occurrence or the entire future series.
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Sorting & Filtering
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Click any column header to sort the table.
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Use the search box and account/type/category drop-downs to narrow results.
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Select multiple transactions with checkboxes for bulk deletion.
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+ @* ── Categories ── *@
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🏷️ Categories
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The Categories page lets you create and manage spending categories.
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Add a category — Enter a name and pick an emoji icon from the icon picker.
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Edit — Click the Edit button on a category card to change its name or icon.
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Delete — Removes the category. Transactions using it will become uncategorised.
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Categories are optional — you can assign them to transactions to get better insight into your spending patterns.
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+ @* ── Settings ── *@
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⚙️ Settings
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The Settings page provides account management options:
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Change password — Enter your current password and choose a new one.
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Delete account — Permanently removes your user account and all associated data. This action cannot be undone.
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+ @* ── Tips ── *@
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💡 Tips
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Use the Dashboard + Add button for rapid entry — the modal stays open after each save so you can batch-add transactions.
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Set up recurring transactions for regular bills and income to keep your upcoming view accurate.
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Assign colours to your accounts to easily distinguish them on the chart and in transaction lists.
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Hover over elements for tooltips with additional context throughout the app.
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Click your account balances in the sidebar to quickly navigate to account management.