Getting Started
Welcome to Expense Tracker SaaS!
Expense Tracker SaaS is a powerful cloud-based financial management tool designed to help you track, analyze, and optimize your expenses with enterprise-grade features.
Multi-Category Tracking
Assign multiple categories to single expenses for detailed financial insights and better organization.
Smart Formula Support
Use mathematical formulas like =10+30+89 for complex calculations and bill splitting.
Real-time Notifications
Get instant Discord notifications for every expense to stay informed about your spending habits.
Advanced Analytics
Beautiful charts and detailed reports showing spending patterns by category, payment method, and time period.
Authentication
Secure OAuth Login
Expense Tracker uses industry-standard OAuth authentication for secure, password-free access.
Choose Your Login Method
Select between Google or GitHub OAuth on the homepage
Authorize Access
Grant permission on the provider's authentication page
Automatic Account Creation
Your account is created instantly with default categories and payment methods
Adding Expenses
Quick Expense Entry
Add expenses in seconds with our intuitive form and powerful formula support.
Supported Mathematical Operators
= and ensure mathematical validity to avoid errors.
Managing Categories
Organize Your Expenses
Categorize your expenses to better understand your spending patterns and generate insightful reports.
Access Categories
Navigate to the Categories section from the main menu
Create New Categories
Click "Add Category" and provide a name, description, and color
Edit Existing Categories
Click on any category to modify its properties
Assign Categories
When adding expenses, select one or more relevant categories
Payment Methods
Track How You Pay
Record payment methods to analyze spending habits across different payment channels.
Credit/Debit Cards
Track expenses by specific cards to monitor usage and detect patterns.
Cash Payments
Record cash transactions to maintain a complete financial picture.
Digital Wallets
Include payments from services like PayPal, Venmo, and Apple Pay.
Bank Transfers
Track direct bank transfers and automated payments.
Reports & Analytics
Gain Financial Insights
Use powerful reporting tools to analyze your spending patterns and identify opportunities for savings.
- Monthly Spending Summary - Overview of expenses by category
- Payment Method Analysis - Breakdown of spending by payment type
- Category Comparison - Compare spending across different categories
- Trend Analysis - Track spending patterns over time
- Budget vs Actual - Compare planned vs actual spending
Custom Date Ranges
Generate reports for specific time periods:
Exporting Data
Take Your Data With You
Export your expense data in multiple formats for external analysis or backup purposes.
| Format | Use Case | Features |
|---|---|---|
| CSV | Spreadsheet analysis | Compatible with Excel, Google Sheets |
| Sharing & printing | Professional formatting, charts included | |
| JSON | Developer use | Structured data for applications |
| XLSX | Advanced Excel analysis | Preserves formatting, multiple sheets |
Select Data Range
Choose the time period for the data you want to export
Choose Format
Select your preferred export format based on your needs
Download
Click the export button and save the file to your device
Notifications
Stay Informed
Configure real-time notifications to monitor your financial activity without constantly checking the app.
Discord Integration
Receive expense notifications directly in your Discord server or DMs.
Email Alerts
Get daily or weekly summaries delivered to your inbox.
Mobile Push
Receive instant notifications on your mobile device.
Custom Triggers
Set up alerts for specific conditions like large expenses.
User Settings
Customize Your Experience
Personalize the application to match your preferences and workflow.
- Currency - Set your preferred currency for all transactions
- Date Format - Choose how dates are displayed
- Default Categories - Set frequently used categories as defaults
- Language - Change the interface language
- Theme - Switch between light and dark modes
- Privacy - Control data sharing and visibility options
Profile Management
Update your personal information and account details:
Mobile Usage
Track Expenses On The Go
Access your expense tracker from any device with a responsive web interface optimized for mobile use.
Responsive Design
The interface automatically adapts to your screen size for optimal viewing.
Fast Performance
Quick loading times and smooth interactions even on slower connections.
Touch Optimized
All controls are designed for touch interfaces with appropriate sizing.
Offline Capability
Add expenses offline and sync when connection is restored.
Access on Mobile
Open your browser and navigate to the Expense Tracker URL
Add to Home Screen
Use your browser's "Add to Home Screen" feature for app-like access
Start Tracking
Log in and begin adding expenses directly from your mobile device
Tips & Best Practices
Maximize Your Financial Tracking
Follow these recommendations to get the most value from your expense tracking experience.
Regular Updates
Record expenses daily to maintain accuracy and avoid forgetting transactions.
Consistent Categorization
Use the same categories consistently to ensure meaningful reports.
Receipt Tracking
Use the notes field to record receipt numbers or attach images when possible.
Review Regularly
Set aside time each week to review your spending and adjust habits.
Advanced Strategies
Set Budgets
Use category-based budgets to control spending in specific areas.
Create Spending Alerts
Set up notifications for when you approach budget limits.
Regular Data Exports
Export your data monthly for long-term archival and external analysis.