My Budget Book

**My Budget Book - User Guide** Welcome to My Budget Book, your comprehensive tool for managing your finances. This guide will help you get started and make the most of the app’s features. ### 1. **Getting Started** #### Download and Install - Visit the Google Play Store and search for "My Budget Book." - Download and install the app on your smartphone or tablet. #### Open the App - Launch the app. No registration or login is required, so you can start using it immediately. ### 2. **Setting Up Your Accounts** #### Adding Accounts - Tap on the "Accounts" tab to add your financial accounts (e.g., bank accounts, wallets, credit cards). - Enter the account name, initial balance, and other relevant details. - You can add multiple accounts and manage them separately within the app. #### Customizing Account Settings - Set the start date for your financial month (e.g., the 1st or 15th of the month) based on your salary cycle. - Choose your preferred currency and other settings to match your financial situation. ### 3. **Recording Transactions** #### Adding Income and Expenses - Tap on the “+” button on the main screen to add a new transaction. - Select whether it’s an income or an expense. - Fill in the details, including the amount, category, and date. You can also add a note or attach a photo/receipt if needed. - Save the transaction to update your records. #### Recurring Transactions - For regular payments or income (e.g., monthly salary, rent), set up recurring transactions. - Go to the “Recurring” tab, add the details, and choose the frequency (e.g., weekly, monthly). - The app will automatically add these transactions to your records at the specified intervals. ### 4. **Managing Budgets** #### Creating a Budget - Navigate to the “Budget” section to set spending limits or savings goals for specific categories. - Choose the category, set the budget amount, and select the time period (e.g., monthly, weekly). - You can enable the “rollover” option to carry over any remaining budget to the next period. #### Monitoring Your Budget - Regularly check the “Budget” section to see how well you’re sticking to your financial plan. - The app will show your spending relative to the budgeted amounts, helping you stay on track. ### 5. **Visualizing Your Finances** #### Using Charts and Graphs - Tap on the “Reports” tab to view dynamic charts and graphs that represent your income, expenses, and budget performance. - Customize the view by selecting different time periods or categories to get a clearer picture of your financial habits. #### Analyzing Data - Use the sorting and filtering options to analyze specific aspects of your finances, such as spending by category or account. - This can help you identify areas where you might be overspending or opportunities to save more. ### 6. **Customizing the App** #### Personalizing the Interface - Go to the “Settings” menu to customize the app’s appearance. Choose a theme, enable dark mode, and select your preferred layout. - You can also personalize categories and subcategories to better reflect your unique financial situation. #### Adding Widgets - Add up to four widgets to your home screen for quick access to key features, such as adding transactions or viewing your balance. - Customize each widget to display the information that matters most to you. ### 7. **Security and Backups** #### Protecting Your Data - Enable password or fingerprint protection in the “Security” settings to keep your financial data secure. - This ensures that only you can access your sensitive information. #### Creating Backups - The app automatically creates local backups of your data. You can also manually create backups at any time by going to the “Backup” section in the settings. - If you want to store backups in the cloud, you can manually share them to your preferred cloud service. ### 8. **Importing and Exporting Data** #### Importing Data - Use the CSV import feature to bring in data from other financial apps or bank statements. - Go to the “Import” section in the menu, select your file, and follow the prompts to match the data with your categories. #### Exporting Data - Export your financial records as HTML, Excel, or CSV files for easy viewing or printing. - Access the “Export” feature from the menu, choose the format, and save the file to your device. ### 9. **Using the Manual and Support** #### Accessing the Integrated Manual - If you need help with any feature, access the comprehensive manual integrated into the app. - The manual covers all aspects of using My Budget Book and provides step-by-step instructions. #### Contacting Support - If you have specific questions or need further assistance, use the “Support” function within the app to reach out for help. By following this guide, you can effectively use My Budget Book to manage your finances, track your spending, and achieve your budgeting goals. Whether you’re organizing your daily expenses or planning for the future, My Budget Book provides the tools you need to stay in control of your money.