FinanceTracking.app

Reference

Keep the details nearby without digging through one long page.

This page keeps the supporting material together: layout expectations, theme behavior, backup and restore, and where help and release notes now live.

Updated April 13, 2026. Covers layout and theming, backup and restore, and help and documentation.

Docs Reference

Layout & theming

The layout stays focused on the month

  • The overview points you toward setup tasks or the month that needs attention next.
  • The main month area gives you Budget, Breakdown, and Plan and Edit without making you leave the month.
  • Budget contains the Grouped, Full List, and Calendar modes for reviewing entries from different angles.
  • Previous and next month arrows make it easier to review nearby months while keeping the same view in focus.
  • Accounts, recurring, backup tools, and help stay in the main navigation so the workflow is easy to revisit.

You can switch the app theme

  • The app includes built-in color themes if you want a different look and feel.
  • Your theme choice is remembered for later visits on the same browser.
  • Changing themes affects the interface styling, not your month data or account setup.

Backup & Restore

What the backup area supports

  • Versioned JSON exports for recurring transactions, months, and account data.
  • Optional password encryption for export files.
  • Import previews before anything is restored.
  • Sample backup downloads so you can inspect the expected structure first.

Account-linkage behavior

  • Recurring transaction exports include account names so linkage can be restored across systems.
  • Credit card exports include both the card account and the payment account name.
  • Month entry exports include account context and source-template linkage metadata when available.
  • Restore stays backward compatible with older backup shapes and relinks where possible.

Help & Documentation

In-app help

The Help page inside the app stays useful for first-run orientation, screen-by-screen reminders, and quick links to the most common next steps.

Release notes and this hosted guide

Product updates now have their own in-app release notes page, and this hosted guide stays useful when you want the broader user documentation outside the repository or something easier to share before sign-in.

Related workflow pages

Need setup help?

Go to Getting Started for accounts, dashboard context, and recurring account linkage.

Need month-building help?

Go to Monthly Workflow for cloning, recurring generation, imports, and month review.