FinanceTracking.app

A guided tour from planning to recovery

See how FinanceTracking.app fits into a real month.

Follow the routine from the first plan through daily transaction review, month-end reporting, and recovery. Open any screen for a closer look.

Follow the monthly workflowSee setup steps
Reports showing planned and actual monthly spending with an exact-value table, category graph, and net-worth history.

01 · Home and Plan

See what needs attention, then choose the month.

Home shows what changed and what to review next. Plan keeps past months and the next-month choices in one place.

Home with the current month, items that need review, planned and actual totals, and a graph with labeled values.
HomeReturn to the current month and open the transactions or plans that need review.
Plan with saved months, planned and actual totals, month status, and actions to open or copy a month.
PlanOpen history, start the next month, or carry an earlier structure forward.

02 · Build the month

Work the plan without losing sight of the month.

Use Budget, Breakdown, Calendar, or Plan and Edit without leaving the month. Save recurring income and bills so next month's setup starts with less typing.

July 2026 with Budget, Breakdown, Plan and Edit, filters, planned amounts, spending, what remains, and a forecast.
Monthly viewMove between the budget, schedule, and detailed plan without losing your place.
Recurring Transactions with saved, active, and linked counts, type filters, and upcoming commitments.
Recurring TransactionsKeep predictable income, bills, payments, and card commitments ready for future months.

03 · Review activity

Connect real transactions to the plan and keep a clear history.

Activity shows which transactions still need attention and lets you fix a match without losing what happened. Confirmed account activity imports continue in the background, so you can leave and return to their saved status.

Activity history showing each transaction's date, description, account, origin, plan match, amount, and correction action.
ActivityReview matched and unmatched transactions, then correct a match without losing history.

04 · Check accounts

See the balance, then understand what changed it.

Accounts brings confirmed balances, expected movement, and net worth together. Every chart keeps exact amounts and account details within reach.

Accounts with assets, debts, net worth, confirmed balance dates, and a net-worth trend.
AccountsCheck confirmed balances against recent transactions and what is still planned.

05 · Understand reports

See the pattern, then open the transactions behind it.

Reports pairs spending and net-worth charts with exact amounts, clear definitions, and links to transaction details. Saved month-end totals stay visibly separate from a still-open month's changing totals.

Reports with a planned-versus-actual spending graph, exact-value table, category graph, and net-worth history.
ReportsCompare the pattern, read the exact values, and open the transactions behind a total.
Monthly Payment details with date, description, month, amount, and labels that separate saved month-end values from current transactions.
Transactions behind the totalSee which amounts were saved at month-end and which can still change.

06 · Close the month

Finish the month only after reviewing the numbers.

See the final totals before you close. A closed month keeps the plan, transactions, and report totals together, and you can reopen it if something arrives late.

Month-close preview with planned, spent, forecast, and unmatched totals plus close and keep-open actions.
Ready to closeReview the final numbers or leave the month open without changing anything.
Closed-month review with saved totals and the transactions included when the month was closed.
Month-end recordCheck the saved totals and reopen the month before adding late activity.

07 · Recover your data

Make a backup you can inspect before restoring.

Choose what to include, add a password if you want, and return when the background export is ready. Preview any restore first; after confirmation, it continues in the background and keeps a temporary recovery copy for seven days.

Backup and Restore with choices for what to save, optional password protection, file upload, and a preview before replacement.
Backup & RestoreDownload a protected backup and see what a restore would change before applying it.

Use this tour while you plan your first month.

The guide follows the same routine: plan, record transactions, check balances, read reports, close the month, and keep a backup.

Follow the monthly workflowSet up FinanceTracking.app