Welcome to your new finance tracker! This guide will walk you through every section of the template so you can confidently track your income, expenses, savings, credit card usage, and more!


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๐Ÿ› ๏ธ One-Time Setup: Create This Monthโ€™s Entry


Before you dive in, thereโ€™s one quick thing to do โ€” you need to manually create the current month just this once. Donโ€™t worry, it only takes a second! Click the button below to generate the current month. After that, everything will run automatically each new month. โœ…

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๐Ÿฆ Setting Up Accounts

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๐Ÿ—‚๏ธ Creating and Organizing Categories

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๐Ÿ’ธ Creating Transactions

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๐Ÿ” Making Transfers

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๐Ÿ“” Setting Up Your Budget

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โญ Wishes

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๐Ÿ“Š Views and Special Features on the Main Page

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