Getting Started with ExpenseKit

Onboarding

Complete onboarding to personalize ExpenseKit around your goals, savings target, and reminder preference.

1. Review welcome screens.
2. Choose main goal.
3. Set savings goal if asked.
4. Configure notification preference.
5. Finish setup.

Home

Use Home as your daily money dashboard. It brings balance, recent transactions, scheduled items, budgets, and key shortcuts into one place.

1. Open Home.
2. Review balance card.
3. Review recent transactions.
4. Review scheduled transactions.
5. Review budget overview.
6. Use Quick Actions for Smart Entry, Transactions, Activities, Budget, Categories, and Backup.

Add Transaction

Record expenses, income, and transfers with the details needed for accurate balances, reports, budgets, and activity tracking.

1. Open add transaction form.
2. Select transaction type: Expense, Income, or Transfer.
3. Enter amount.
4. Select category.
5. Select account.
6. Add note, date, tags, documents, or activity if needed.
7. Save.

Smart Entry

Create a transaction faster by typing a natural phrase. ExpenseKit reads the amount, account, category, and date so you can review and save.

1. Open Smart Entry.
2. Type transaction text, like Coffee 120 cash yesterday.
3. Review detected type and details.
4. Change category, account, or date if needed.
5. Save.

Outcome: App creates transaction from parsed details.

Notifications

Enable notifications to receive daily reminders and stay consistent with expense tracking.

1. Tap Enable Notifications.
2. Allow system notification permission.
3. Set daily reminder time in settings.