Reference manual

How do I begin…

12/6/2014 2 Click the icons to know more….

Expenses can be updated by three ways

Update the YEAR and the outstanding credit card expenses (Dec last year) First time

(settings might be updated at

anytime if required)

Month on Month

(However, updation of Income and

expenses at any time)

Whenever required

Optional but suggested to update notifications, fixed expenses and loans (if any)

Savings Target can be set at any time but suggested to set the savings target while updating Income

Summary for the month, Loans details with History, Yearly spending pattern, Notifications and Monthly Dashboard

First use

Settings

Income

Expenses

Category Fixed expenses Loans/EMI Notifications

Budget

You will get a message while clicking expenses icon if budget was not updated for the month

Expenses

Fixed expenses Loans/EMI Click the icons to pay fixed expenses and loans in a single click (if any)

Select Category, Sub Category, Mode of payment and update the amount and then click Submit

Click the icon, load your scribbles such as vegetables-500 and update the expenses by a single click

1

2

3

Summary Loans/EMI Yearly Trend This icon is the presentation of the VB based application

VB based application, to show the summary and notifications

Click the logo to open the expenses tracker

Refresh the page to update the changes

Close the application

Move the mouse over to the numbers to expand notifications count

Move the mouse over to the number to see notifications for Pending, Today and to be paid for this month.

Progress bar indicates current expenses.

Social icons

Credit card expenses (Billed)

Credit card expenses (Outstanding)

First Use, to use this sheet for the first time or for the fresh year.

The Expenses Tracker 2.1 is ready to use now!

Yes

No

Cancel

Clear the income, expenses, fixed expenses, loans and notifications permanently

Select the category

Type the data

and click + to add the sub category

Double click the existing sub category to edit or delete

Type and click edit icon to update the sub category

Click this icon to delete the sub category

Categories are constant but you can add ‘n’ number of sub categories under each category

Category

To add, update all the details

Fixed expenses

To edit, update the details and click submit To delete, click delete icon

Click icon to list the existing items and select

Loans/EMI

To add, update all the details

Notifications

To edit, update the details and click submit To delete, click delete icon

Click icon to list the existing items and select

Credit card billed, fixed expenses for the month, loans will be automatically updated while you update income for the month

Income, to update your income for the month

Click + icon to update any notes for

“from savings” and “from others” which is required for the month.

Move the mouse over the + icon to

see any remarks updated already

The chart will be updated with your income in green color and savings in red color with an arrow indicates your expenses (as of now it will be 0)

Actual income is not a mandatory field. But if you want to update expenses then you must update the actual income

Budget, to update your budget for the month (credit card billed, fixed expenses, loans have been updated already in the budget)

Click Yes to update the budget

The budget values will be reflected in the Summary and Analysis Pages

Click Update icon to update

the budget for the month

This message box will be populated if budget was not updated already while clicking the expenses icon Budget can be viewed/edited by clicking icon which is in the expenses form.

Expenses, fixed expenses and loans by a single click

method

1

Select the item to be paid and click

Submit icon

Use exit icon to close the form, to update count of payments pending

Click the number on the fixed expenses or loans to pay the expenses

Expenses, usual way to update.

method

2 1. Select Category

2. Select Sub Category

3. Select Mode of Payment

4. Update current expenses

5. Update Description (if any)

6. Click Submit

The chart indicates the actual expenses against the budgeted expenses Expenses summary indicates the day wise expenses of the sub category

Use exit icon to close the form, to update the summary and analysis page.

Expenses, one click payment, to update your scribbling

method

3 Scribble your payments in a notebook or store it in your mail etc

Click this icon to update your scribbling Copy and paste the contents in the text box

Click load icon to load your details

Click the items if

you notice !

symbol

Update the mandatory details and click submit

If there is no ! Symbol in the details then click

Pay icon to update all the expenses

Loans/EMI, track your loans/EMI

Steps to view EMI History

1. Select the icon 2. Click EMI History icon

EMI = P x r x (1 + r)n / ((1+r)n -1) In Excel: EMI = PMT(r,n,P) where, P = principal amount, r = interest rate per month, n = tenure in months.

EMI Calculator

Credit Card Statement

Yearly Trend, spending pattern of your expenses

Average, average expenses for the selected category

Category, Select the category to view the spending pattern

Notifications, the number indicates the notifications for the next 15 days. However, you can also view anything to be paid for this month and pending

To be paid for this month shown as “0” because the fixed cost added was paid already. There is no pending for this month.