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Master every feature with our comprehensive guides, tutorials, and expert tips.
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Master every feature with our comprehensive guides, tutorials, and expert tips.
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Can't find what you're looking for? Our support team is here to help.
Welcome aboard! This guide will walk you through the essential first steps to set up your Expense Pro account and begin your journey to financial clarity. Let's get you up and running in minutes.
Creating your Expense Pro account is the first step. It's simple and secure. You can start by visiting the signup page.
Provide your full name, a valid email address, and create a strong, unique password (minimum 8 characters). You can also add a profile picture to personalize your account by clicking the "Upload" button.
After clicking "Create Account," we'll send a 6-digit One-Time Password (OTP) to your email. Check your inbox (and spam folder, just in case) and enter this code on the verification screen to activate your account and log in for the first time.
An "Account" in Expense Pro is a digital mirror of a real-world place where you manage money (like a bank account or credit card). To track anything, you first need at least one account. After your first login, you will be directed to the Accounts page to create one.
Click the "Add Account" button to open the new account form.
For the most accurate financial picture, create an account in Expense Pro for every real-world account you use to spend or receive money—including bank accounts, credit cards, digital wallets, and even physical cash.
The app is designed for simplicity and power.
Your primary navigation hub on the left. It's organized into logical groups: Overview, Manage, and Planning. You can collapse it to an icon-only view by clicking the toggle button at the bottom.
The bar at the top of the main content area displays your current location using breadcrumbs
(e.g., Accounts / My Savings Account). You can click on any part of the breadcrumb path to
navigate back. It also contains the light/dark mode toggle.
In the bottom-right corner, you'll find floating buttons for quick access to the AI Assistant and Contextual Help .
We love efficiency! Press Ctrl + B (or ⌘
The Dashboard is your financial mission control. It consolidates data from all your accounts to give you a comprehensive, real-time overview of your entire financial situation. This is the first page you see after logging in, providing a high-level summary of your finances.
This widget provides your most critical financial vital signs at a glance. It shows the total sum of all your account balances, giving a clear indicator of your liquid net worth. It also displays total income and expenses for the selected period, alongside a mini-chart visualizing your balance trend.
This card pinpoints your single Highest Income, Lowest Income, Highest Expense, and Lowest Expense events, helping you notice significant financial activities instantly. It also shows a breakdown of transaction counts per account, so you can see which accounts are most active.
This isn't just a number; it's an AI-powered assessment of your financial wellness based on factors like your spending habits, savings rate, and debt-to-income ratio. A higher score indicates stronger financial habits.
Click the "View Full Analysis" button to receive a detailed, AI-generated report on your financial strengths, areas for improvement, and actionable recommendations to boost your score.
This powerful chart visualizes the rhythm of your finances over time, showing the interplay between your income, expenses, and overall balance.
Use the date range picker at the top of the chart to select a period. You can choose presets like "This Month" or select a custom range. The entire dashboard will update to reflect this period.
You can switch between Line, Bar, and Area chart views using the toggle buttons to find the visualization that tells your story best. Hover over the chart to see detailed figures for any specific day.
This chart is crucial for answering the question: "Where is my money really going?" It aggregates all your expenses for the selected period, groups them by category, and displays the proportion of your spending for each. This is essential for identifying areas where you can cut back. You can switch between Pie, Donut, and Column views.
This widget shows you how you're tracking against the budgets you've set for the current month. Each bar represents a budget for a specific category, visually showing how much you've spent versus how much you allocated.
Stay motivated by seeing your top savings goals right on the dashboard. This card displays the progress you've made towards achieving your most important financial objectives.
Get a quick overview of your liabilities. This card shows a summary of money you've borrowed (taken) and money you've lent out (given), helping you stay on top of what you owe and what's owed to you.
This provides a high-level look at your investment portfolio's performance, showing total invested capital versus the current market value.
This card lists your financial accounts, showing the current balance for each one. It's a quick way to check the status of individual accounts without leaving the dashboard.
The Transactions page is the heart of your financial record-keeping. It's a detailed, searchable log of every financial activity you've recorded across all your accounts.
Keeping your transactions up-to-date is the key to unlocking the full power of Expense Pro's analysis and budgeting features.
This page is your detailed, searchable log of every financial activity. Keeping it up-to-date is the key to unlocking the full power of Expense Pro's analysis features. It shows a comprehensive table of all your transactions from all accounts by default.
Click the "Add Transaction" button. A modal will appear where you can choose Expense or Income, then fill in the details:
In the transaction list, use the actions menu (...) on the right of each row. From there you can choose to Edit any detail in a modal or Delete the transaction permanently.
Use the powerful controls at the top of the list to find exactly what you need:
Want to see how much you spent on "Groceries" from your "Main Checking" account last month? Combining filters makes this possible in seconds. The exported file will respect your active filters.
This is the fastest way to get your historical data into the app. The import wizard is a step-by-step process to upload a file and bulk-add your transaction history from a bank or another software.
After processing, a preview dialog will appear showing all the transactions extracted from your file.
A final confirmation dialog will appear summarizing the number of transactions you are about to import. Click "Import Transactions" to permanently add them to your selected account. You will see a success message upon completion.
This section covers everything related to managing the financial accounts you track in Expense Pro, from creation to secure collaboration. An "account" can be a bank account, credit card, digital wallet, or even a stash of cash.
This is your central hub for viewing all your financial accounts at a glance. Each account is displayed on a card showing its current Balance, and a summary of its recent activity, giving you a quick check on its health.
The page includes a search bar to quickly find accounts by name and pagination if you have a large number of accounts.
Click the "Add Account" button. You'll need to provide a name (e.g., "ICICI Savings"), its current starting balance, and the currency. You can also set an account as the "default" account, which may be pre-selected in other parts of the application.
The "Add Transaction" button at the top of the page lets you quickly record an income or expense without needing to navigate to the full transactions page first.
Hover over any account card to reveal quick action buttons:
Deleting an account will also permanently erase all of its associated transactions, budget links, and goal contributions. This action cannot be undone. Please be absolutely certain before you confirm.
Clicking on any account card from the list takes you to its dedicated detail page for an in-depth analysis. All charts, stats, and the transaction list on this page are filtered to show data only for the selected account.
The Analytics Cards and Financial Trends chart at the top of the page are specific to this account. This is perfect for deep-diving into the performance and history of a single account without the noise of others. The trends chart shows income, expenses, and balance over time, and you can adjust the duration (e.g., 7 days, 30 days, 1 year).
At the top of the page, you'll find a set of powerful tools specific to this account:
The lower section of the page contains a complete, searchable list of all transactions associated with this account. You can add, edit, or delete transactions directly from here, and the changes will be reflected in the account's analytics instantly.
Securely share specific accounts with a partner, accountant, or family member without giving them access to your entire profile. This feature is split into two key areas: sharing your accounts and viewing accounts shared with you.
When you are the owner of an account, you have full control over who can see it.
From the Account Details page, click the Share Account icon. You will be prompted to enter the email address of the user you wish to invite. They will receive an email notification to accept the invitation.
Navigate to the Account Shares page by clicking the View Shares button on the Account Details page. Here, you can see a list of everyone who has access, including their name and email. As the owner, you can Revoke their access at any time using the dropdown menu on their card.
This page provides a dedicated space to see all the financial accounts that other Expense Pro users have granted you access to.
Click on "Shared Accounts" in the main sidebar under the "Manage" section. This keeps accounts others share with you separate from your personal accounts for privacy and clarity.
Each shared account is displayed as a card, showing its name, the owner's name, and the current balance. You can search for specific accounts and click on any card to navigate to its Account Details page, where you can view its transactions and analytics in a read-only mode.
Need a professional-looking statement for your records or to share? You can generate one for any account from the dedicated Statement page.
This page allows you to create and download a PDF or Excel statement for a specific account based on a date range or the number of recent transactions.
Use the dropdown menu to choose the account for which you want to generate a statement. The date picker will automatically adjust to the range of available transaction dates for that account.
You have two ways to define what the statement includes:
You can also use the quick-select presets for common periods like "This Month," "Last Month," "This Year," or "Last Year."
Select either PDF for a professionally formatted, printable document or XLSX for a raw data file compatible with spreadsheet software like Excel or Google Sheets.
Click the "Generate Statement" button. Your file will be generated and downloaded automatically.
The PDF statements are cleanly formatted with your account details and a clear transaction history, suitable for official use such as for accounting or loan applications.
Go beyond tracking the past. Use these tools to proactively plan your financial future and turn your goals into reality.
Budgets are your primary tool for controlling spending and ensuring your money goes where you want it to. You can create monthly or yearly budgets for any spending category.
On this page, you can see a table of all your created budgets, search them by name, and see their details at a glance.
Click the "Add Budget" button. In the modal, you will need to specify:
The app automatically tracks your spending in that category against the budget you set. In the budget list, you can see the budgeted amount, the actual amount spent, and the remaining balance. The main Dashboard also features a "Budget Progress" widget for a quick visual summary of how you're doing.
Use the action menu on the right of each budget in the table to Edit its amount or Delete it.
Give your savings a clear purpose and stay motivated by watching your progress. This page helps you set up and track savings goals for anything from a new gadget to a major life event.
Click "Add Goal" and fill in the details:
The main table shows all your goals, their targets, how much you've saved, and a progress bar for quick visualization. Use the action menu on the right of each goal to:
Your most important goals will also appear on the main Dashboard in the "Goal Highlights" card to keep you focused and motivated every time you log in.
Consolidate and monitor your entire investment portfolio in one place. This feature allows you to track stocks, mutual funds, and other assets from different brokerage accounts to get a unified view of your portfolio's performance.
This is the main page where you manage the containers for your investments. An "Investment Account" in the app represents a real-world brokerage account (e.g., "Zerodha Equity", "Groww Mutual Funds").
Click the "Add New Account" button. You'll need to provide a Name, the Platform/Broker (e.g., Fidelity, Vanguard), and the Currency.
Each investment account is shown on a card with key metrics: Total Invested, Current Value, and Overall Profit/Loss. This gives you a high-level snapshot of each portfolio's health. Click on a card to drill down into its details.
This page provides a deep dive into a single investment account.
The top of the page features an overview with key performance indicators (KPIs) and a chart showing your portfolio's value over time. You can adjust the time range for the chart to see short-term or long-term performance.
The main part of the page is the Holdings table, which lists every individual asset (stock, fund, etc.) within that account.
Get a clear, centralized view of all your liabilities, whether you've borrowed money or lent it to someone else. This page helps you manage personal loans, credit card debt, and money you've lent to others.
At the top of the page, you can filter the list to show all debts, only money you have Given, or only money you have Taken. You can also use the search bar to find a specific debt by its description or the counterparty involved.
Click "Add Debt" and specify whether you have Taken (borrowed) or Given (lent) the money. Record the principal amount, interest rate, term, and the other party involved. This creates a new entry in the table.
The main table lists all your debts with their key details. Use the action menu on the right of each debt to:
Not sure about the terms of a potential loan? Before creating a debt record, click the "Calculator" button. This opens a modal where you can model different scenarios (amount, interest rate, term) and see the total interest you would pay. You can then use these calculated values to pre-fill the "Add Debt" form.
The AI Assistant is your conversational finance expert, designed to make managing your money as simple as sending a text. You can access it by clicking on "AI Assistant" in the main sidebar under the "Intelligence" section. This will take you to a full-page chat interface where you can ask questions, add transactions, and get insights using natural language.
For maximum user privacy and to prevent abuse, the AI Assistant is powered by your own personal Google AI API key. This means your financial data is never sent to a shared, third-party AI model that we control. It's your data, processed with your key, under your Google account.
First, you'll need a free API key from Google AI Studio. sign in with your Google account, and create a new API key. It's a quick and straightforward process.
Click here to visit the Google AI Studio
Navigate to your Profile page (by clicking your avatar in the sidebar), then go to the AI Assistant tab. Paste your copied key into the field and click Save Key. The AI Assistant will be enabled immediately across the app.
Your API key is stored securely in our database using strong AES-GCM encryption. It is only ever decrypted on the server when needed to process your AI requests on your behalf. We never see or log your raw key.
Once your key is set up, you can open the AI Assistant from the main sidebar or by clicking the floating chat bubble in the bottom-right corner of most pages. If you don't have a key, the AI Chat page will guide you to your profile to add one.
You can ask complex questions about your finances, and the AI will query your data to find the answer. For example:
Simply type what you did, and the AI will understand and pre-fill the transaction form for you. For example:
The AI can generate charts on the fly to help you understand your data. Try asking:
The AI will render the chart directly in the chat window.
Drag and drop a file or click the paperclip icon to have the AI analyze it: - Receipts (Images): Upload a photo of a receipt, and the AI will extract the details and queue it up as a transaction. - Bank Statements (PDF/XLSX): Upload a statement. The AI will analyze it, extract all transactions, and present them for you to review and import in a single click. This is a massive time-saver!
Expense Pro gives you full control over your financial data. Whether you're bringing in years of history or exporting records for tax season, these tools make it simple.
This is the fastest way to get your historical data into the app. The import wizard is a step-by-step process to upload a file and bulk-add your transaction history from a bank or another software.
After processing, a preview dialog will appear showing all the transactions extracted from your file.
A final confirmation dialog will appear summarizing the number of transactions you are about to import. Click "Import Transactions" to permanently add them to your selected account. You will see a success message upon completion.
Need a professional-looking statement for your records or to share? You can generate one for any account from the dedicated Statement page.
This page allows you to create and download a PDF or Excel statement for a specific account based on a date range or the number of recent transactions.
Use the dropdown menu to choose the account for which you want to generate a statement. The date picker will automatically adjust to the range of available transaction dates for that account.
You have two ways to define what the statement includes:
You can also use the quick-select presets for common periods like "This Month," "Last Month," "This Year," or "Last Year."
Select either PDF for a professionally formatted, printable document or XLSX for a raw data file compatible with spreadsheet software like Excel or Google Sheets.
Click the "Generate Statement" button. Your file will be generated and downloaded automatically.
The PDF statements are cleanly formatted with your account details and a clear transaction history, suitable for official use such as for accounting or loan applications.
It's your data. Export it anytime for offline analysis, accounting, or personal records.
The export functionality lives on the main Transactions page, as it allows you to first filter the exact data you need.
Use the powerful filtering options at the top of the page to narrow down the data. You can filter by date range, account, category, and more. This ensures your exported file contains only the relevant information. For example, you could filter for all "Business" expenses from the last financial year.
Once your filters are applied, click the "Export" button. You will be given a choice of two formats:
This section is your personal space to customize your account, manage security, and control application settings. You can access it by clicking your user icon in the bottom-left of the sidebar, then selecting "Profile".
The page is organized into four tabs for clarity.
This is where you manage your personal information.
Here you can change your Full Name and update your Profile Picture. Click the camera icon on your avatar to upload a new image.
Your Preferred Currency is a crucial setting. It affects how aggregated totals and reports are displayed throughout the app, especially on the Dashboard. Choose the currency that you use for your primary financial thinking.
Manage your account security here.
To update your password, you'll need to enter your current password first for verification, followed by your new password in the next two fields to confirm it.
At the bottom of this section is the option to permanently delete your account. This action will erase all of your data from Expense Pro.
When you delete your account, all associated accounts, transactions, budgets, and goals are permanently erased. This data cannot be recovered. Please be absolutely sure before proceeding.
Control how and when we contact you. You can use the master "Enable All Notifications" switch, or individually toggle email alerts for important events related to your Budgets, Goals, and upcoming Bills.
Manage your personal Google AI API Key here. Click "Edit" to add a new key or "Remove" to delete your existing one. Adding a key enables the AI features, and removing it disables them. If you don't have a key, this section will guide you on how to get one.