How to use Budget Tracker

1. Set up your profile

Register with your name, email, and default currency. If you live in Ireland, EUR is usually the best default. You can still keep bank accounts in other currencies like SAR.

2. Add bank accounts

Create one account for each real account you use. Enter the opening balance, account type, and currency. The dashboard will combine them into one view while still respecting each account’s currency.

3. Create categories

Use categories like Rent, Groceries, Transport, Salary, or Savings. Categories help the dashboard show where your money goes.

4. Record transactions

Add income, expense, and transfer transactions. If something is due later, date it for the future and it will show as scheduled instead of immediately affecting your current balance.

5. Use recurring entries carefully

Recurring transactions are best for repeated payments that happen on a regular schedule. If the amount changes, add separate transactions instead of relying on recurrence.

6. Check the dashboard

Open the dashboard to review your current balance, monthly income, monthly expense, remaining budget, and charts. You can switch the display currency from the selector in the top-right corner.

7. Use reports when needed

The reports page can help you export or review your financial activity. It is useful for month-end checks or sharing totals outside the app.