Dashboard
Dashboard
Expenses by Category
Income vs Expenses (30 days)
Recent Transactions
| Date | Description | Category | Method | Amount |
|---|
Transactions
All your income and expenses
| Date | Description | Category | Method | Amount | Actions |
|---|
Reports
Analyse your finances
Overview
By Category
By Payment Method
Income
Categories
Manage expense and income categories
Expense Categories
Income Categories
Financial Accounts
Bank accounts and credit cards
Payment Methods
Manage how you pay
Settings
Preferences and data management
General
Data Management
Currency
Default currency for display
Date Format
Dark Theme
Default Transaction Type
Export All Data
Download backup as JSON
Export Transactions
Download as CSV
Import Data
Restore from JSON backup
Load Sample Data
โ ๏ธ Your existing data is backed up to Trash first
Clear Transactions
Moves to Trash ยท Restorable for 7 days
Clear All Data
โ ๏ธ Moves to Trash ยท Restorable for 7 days
๐๏ธ Trash
Auto-deleted after 7 days
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CANEXORA
Your quick-start guide to taking control of your finances
CANEXORA
Follow these steps to get started. You can always come back here anytime.
1
Try the Sample Data
Go to Settings โ Data Management โ Load Sample Data. Explore each section to see how everything works. Clear it when you're ready to start fresh.
2
Set Your Preferences
Go to Settings โ General and set your currency, date format, theme, and default transaction type.
3
Set Up Your Categories
Go to Categories and review Expense and Income categories. Add, edit, or remove them to match your lifestyle.
4
Add Your Accounts
Go to Accounts and add your bank accounts and credit cards. Keep the Wallet โ it tracks cash in your hand.
5
Configure Payment Methods
Go to Payment Methods and link each method to an account. Once linked, selecting that payment method will automatically debit/credit the linked account โ no need to select the account separately every time.
6
Set Up Easy Payment Schemes (EPS)
Go to Easy Payment (EPS) for installment plans. Add a plan once and transactions are created automatically each month โ no manual entry needed. You can track status, outstanding balance, and amounts due at a glance.
7
Always Back Up Your Data
Go to Settings โ Data Management โ Export JSON regularly. You can import this file anytime to restore your data. Your data is securely stored in the cloud and only accessible by you.
You're all set! ๐
Start entering your transactions and take control of your finances. Enjoy!
Easy Payment Schemes
Installment plans linked to your credit cards