ExpenseTracker - Manage Your Personal Finances Easily

Dashboard

Track your financial health at a glance

Total Balance +2.5%

$5,240.00

Last updated: Today

Monthly Income +3.2%

$3,580.00

vs. $3,470 last month

Monthly Expenses +8.4%

$2,180.00

vs. $2,010 last month

Savings Rate -1.5%

39.1%

vs. 40.6% last month

Spending Overview

Dashboard analytics graph showing expense data

Expense Categories

Housing $950.00

Food & Dining $420.00

Transportation $280.00

Entertainment $210.00

Utilities 90.00

Other 30.00

Recent Transactions

View All

Description	Category	Date	Amount
Amazon Purchase	Shopping	May 26, 2023	-$42.99
Salary Deposit	Income	May 25, 2023	+$3,580.00
Monthly Rent	Housing	May 20, 2023	-$950.00
Netflix Subscription	Entertainment	May 18, 2023	- 4.99

Financial Goals

Emergency Fund

$5,000 / 0,000

50%

Summer Vacation

,200 / $3,000

40%

New Laptop

$800 / ,500

53%

Transactions

Manage and track your financial movements

Total Income This Month

+$3,580.00

3 transactions

Total Expenses This Month

-$2,180.00

15 transactions

Net Flow This Month

+ ,400.00

18 total transactions

Biggest Expense This Month

-$950.00

Monthly Rent

person using laptop computer for tracking finances

Transaction Manager

Easily manage all your financial transactions in one place. Add, categorize, and analyze your expenses and income to keep your finances in check.

Quick Add

Recent Transactions

Transaction	Category	Date	Amount	Status
Salary Deposit Acme Corporation	Income	May 25, 2023	+$3,580.00	Cleared
Monthly Rent Property Management	Housing	May 20, 2023	-$950.00	Cleared
Amazon Purchase Electronics	Shopping	May 26, 2023	-$42.99	Cleared
Netflix Subscription Streaming Service	Entertainment	May 18, 2023	- 4.99	Cleared
Grocery Shopping Whole Foods	Food	May 15, 2023	- 08.72	Cleared

Showing 1 to 5 of 24 results

Budget

Plan your spending and stay on track with your financial goals

Total Budget May 2023

$3,500.00

Across 8 categories

Spent So Far 62%

$2,180.00

,320 remaining

Top Budget On Track

Housing

$950 / ,000 (95%)

At Risk 2 Categories

20.00

Over budget

man writing on paper planning finances and budget

Budget Planner

Set smart budgets for each spending category and track your progress to achieve financial freedom. Adjust your budgets as needed to stay on track.

Monthly Savings Goal 70%

Budget Utilization 62%

Budget Breakdown

Housing ,000

Food & Dining $600

Transportation $400

Entertainment $300

Utilities $250

Shopping $400

Health $300

Education $250

Budget Categories

Category	Budget	Spent	Remaining	Progress	Status
Housing Rent, mortgage, repairs	,000.00	$950.00	$50.00	95%	On Track
Food & Dining Groceries, restaurants, delivery	$600.00	$420.00	80.00	70%	On Track
Transportation Gas, public transit, ride sharing	$400.00	$280.00	20.00	70%	On Track
Entertainment Movies, events, subscriptions	$300.00	$350.00	-$50.00	117%	Over Budget
Utilities Electric, water, gas, internet	$250.00	90.00	$60.00	76%	Caution
Shopping Clothing, electronics, household	$400.00	20.00	$280.00	30%	On Track
Health Medical, fitness, pharmacy	$300.00	50.00	50.00	50%	On Track
Education Tuition, books, supplies	$250.00	$320.00	-$70.00	128%	Over Budget

Budget Insights

Smart Budget Tips

Your Entertainment budget is 17% over limit. Consider reducing streaming subscriptions.
You've used only 30% of your Shopping budget - great discipline!
Consider increasing your Education budget by 00 based on recent trends.
Your overall spending is 62% through the month - right on track!

Month-over-Month Comparison

Current Month $2,180 / $3,500

Previous Month $3,240 / $3,500

,060 less spent

compared to last month

31% Improvement

Reports

Visualize and analyze your financial data

Report Filters

Report Type

Time Frame

Expense Summary

Financial reports dashboard showing expense analytics

Monthly Expense Report - May 2023

Key Insights

Top Expense Category

Housing

$950.00

% of Total

43.6%

Month-over-Month Change

Overall Spending

$2,180.00

vs. Last Month

-8.4%

Fastest Growing Expense

Entertainment

$210.00

Growth Rate

+24.8%

View Detailed Analysis

Expense Breakdown by Category

100%

Housing

$950.00 (43.6%)

Food & Dining

$420.00 (19.3%)

Transportation

$280.00 (12.9%)

Entertainment

$210.00 (9.6%)

Utilities

90.00 (8.7%)

Other

30.00 (6%)

Total Expenses $2,180.00

Monthly Spending Trends

man analyzing financial trends and reports on paper

Dec Jan Feb Mar Apr May

Monthly Summary

Current Month

$2,180.00

-8.4% vs Apr

Previous Month

$2,380.00

+4.2% vs Mar

3-Month Average

$2,253.33

Mar-May 2023

Year to Date

0,920.00

5 Months

Saved Reports

Report Name	Type	Last Generated	Format
Monthly Expense Summary All categories	Expense	May 28, 2023	Chart & Table
Quarterly Budget Review Budget vs. Actual comparison	Budget	Apr 12, 2023	Chart & Table
Category Analysis Detailed breakdown by category	Category	May 15, 2023	Chart
Annual Spending Review Year-over-year comparison	Trend	Jan 05, 2023	Table

Showing 4 saved report templates

Settings

Customize your expense tracking experience

Settings Menu

Account Settings

John Doe

john.doe@example.com

Member since May 10, 2023

Full Name

Email Address

Phone Number

Timezone

Display Preferences

Currency

Date Format

Theme

Default Start Page

Send weekly spending summary emails

Use dark mode by default

Use compact view for transaction lists

Manage Categories

Category Name	Type	Color	Actions
Housing	Expense
Food & Dining	Expense
Transportation	Expense
Salary	Income

Notification Preferences

Email Notifications

Weekly spending summary

Budget limit alerts

Large transaction alerts

Monthly expense report

Push Notifications

Budget limit alerts

New transaction recorded

Recurring transaction due

Saving tips and recommendations

Email Frequency

Data Management

Export Data

Download all your transaction data, budget settings, and reports.

Import Data

Import transactions from CSV or connect with your bank accounts.

Data Management

These actions are irreversible, proceed with caution.