1. Getting started
Why self-host it, how to install or update it, and how accounts, snapshots, and recurring items should be set up first.
Find the Expense Tracker guide for what you want to do next.
Evaluating the app? Start with why to use it. Installing it? Start with self-hosting. Already using it? Jump into account setup, monthly planning, backups, or updates.
2. Monthly workflow
Create or clone the month, pull in recurring items, add one-offs, and review the month across tabs.
3. Reference
Layout expectations, theme behavior, backup and restore, and where help and release notes live.
Choose the guide that matches what you are trying to do.
This is a compact docs map.
Use it to choose the next useful page quickly: evaluate the app, install it, set up accounts, build the month, or check backup and update behavior.
Deciding whether to use it
Expense Tracker is best when you want reusable monthly planning, manual account tracking, CSV imports, and self-hosted backups instead of a hosted bank-sync account.
Self-hosting the app
Go to Getting Started first if you need the Docker quick start, production image flow, or published image provider list before creating accounts.
Updating an install
Go to Getting Started if you need the release-image or source-checkout update sequence before changing a running self-hosted app.
New setup
Go to Getting Started first if you are still adding accounts, learning the Overview, or deciding how recurring items should connect to account tracking.
Planning the next month
Go to Monthly Workflow if you want the recurring setup, Plan and Edit flow, review tabs, and month-cloning behavior in one place.
Looking up details later
Go to Reference if you only need the backup behavior, app layout expectations, theme notes, or help page context.
Read setup, monthly workflow, and backup guidance in order.
First-time users
Keep nearby later
- Overview guidance helps you restart quickly.
- Layout and theming explains the workspace framing.
- Backup and restore is worth reading before migrations or device changes.
- Help and Documentation explains where in-app guidance now lives.
Jump directly to common setup and workflow questions.
If you are asking...
- How do I set up accounts, snapshots, or payoff progress? Start with Accounts & Net Worth.
- Which Docker image should I use? Start with Self-hosting with Docker.
- How do I update a self-hosted install? Start with Keeping it updated.
- How do I build the month from recurring items? Go to Plan and Edit and Recurring transactions.
- How do I clone a month forward? Open Create and clone months.
- How do backups preserve account links? Jump to Backup & Restore.
If you are sharing the app
- Send new users to Getting Started.
- Send active users to Monthly Workflow.
- Send admins or self-hosters to Reference for backup behavior.