Help & Support

The Dashboard is your financial command center. It gives you a quick, at-a-glance overview of your key financial metrics for the current month, including your budget progress, spending breakdown, and upcoming payments.

1. Locate the Filter: On the 'Spending Over Time' chart, you'll find a dropdown menu for the time range (e.g., 'This Month').
2. Select a Range: Click the dropdown to choose a different period, like 'Last 3 Months' or 'Last Year'.
3. View Updated Charts: Both the 'Spending Over Time' and 'Expense Breakdown' charts will automatically update to reflect the data for your selected period.

This tab provides a summary of your future financial commitments. It includes upcoming due dates for your Debts, money you expect to receive from Lendings, approaching Goal deadlines, and scheduled Subscription payments. It's a proactive way to see what's coming next.

1. Navigate: Go to the 'Expenses' page from the sidebar.
2. Open Dialog: Click the 'Add Expense' button.
3. Fill Details: Choose a category, enter a description, amount, and date.
4. Save: Click 'Save' to add the transaction.

1. Find the Search Bar: On the 'Expenses' page, locate the search input field.
2. Enter Keywords: Type a description or category name to filter the list in real-time.

1. Go to Settings: Navigate to 'Settings' > 'Manage Categories' from the sidebar.
2. Add/Edit/Delete: Here, you can add new categories with custom icons, edit existing ones, or delete those you no longer need.

1. Access Tools: On the 'Expenses' page, you'll find 'Import CSV' and 'Export CSV' buttons.
2. Import: Click 'Import CSV' and follow the instructions. Your CSV must have 'Date', 'Category', 'Description', and 'Amount' columns.
3. Export: Click 'Export CSV' to download all your current expense data as a CSV file.

1. Navigate: Go to the 'Budgets' page.
2. Open Dialog: Click the 'Create New Budget' button.
3. Fill Details: In the dialog, enter the budget amount and the date from which it should be effective.
4. Save: Click 'Create Budget'. This new entry will appear in your budget history, and the app will use the most recent budget for its calculations.

1. Navigate: Go to the 'Debts' page.
2. Open Dialog: Click the 'Add Debt' button.
3. Fill Details: Enter a description, the lender's name, the total amount, and the final due date.
4. Save: The new debt will appear in your 'Upcoming Debts' list.

1. Find the Debt: Locate the debt in either the table or card view.
2. Open Actions: Click the 'More' icon (three vertical dots).
3. Mark as Paid: Select 'Mark as Paid' from the dropdown menu and confirm. The debt will then move to the 'Paid Debts' section.

This section is the opposite of 'Debts'. It helps you track money that other people owe you, ensuring you don't forget to collect payments.

It functions just like the Debts section. You can add a record for each amount you've lent, including who the borrower is, the amount, and when they are supposed to pay you back. Once they've paid, you can mark the record as 'Paid'.

1. Navigate: Go to the 'Goals' page.
2. Open Dialog: Click 'Add New Goal'.
3. Define Your Goal: Give your goal a name, a target amount, and a target date. You can also add a starting amount if you've already saved something.
4. Save: Your goal will now appear, and you can start tracking your progress.

1. Find Your Goal: On the 'Goals' page, locate the goal you want to contribute to.
2. Add Contribution: Click the 'Add Contribution' button on the goal's card or row.
3. Enter Amount: Input the amount you've saved and confirm. The progress bar will update automatically.

1. Navigate: Go to the 'Subscription' page.
2. Open Dialog: Click 'Add Subscription'.
3. Fill Details: Enter the service name, cost, billing cycle (e.g., monthly), and the date it's paid until.
4. Save: The app will automatically calculate and display the next payment date for you.

1. Find the Subscription: Locate the subscription you've paid for.
2. Confirm Payment: Click the 'Pay Next Cycle' button.
3. Confirm: In the dialog that appears, click 'Confirm'. The 'Paid Until' and 'Next Payment' dates will update based on the billing cycle.

1. Navigate: Go to the 'Investment' page.
2. Add Investment: Click 'Add Investment' and fill in the details, including the name, type (e.g., Stock, Crypto), and the initial value (how much you paid).
3. Update Value: As the market value changes, click the pencil icon next to the 'Current Value' to update it and track your performance in real-time.

1. Close Investment: Click the 'Close Investment' button on the investment card or row.
2. Enter Final Value: Input the final value you sold it for. The app will calculate your total profit or loss.
3. Confirm: The investment will be moved to the 'Closed Investments' section.

1. Navigate: Go to the 'Groups' page from the sidebar.
2. Create: Click 'Create Your Group', give it a name, and confirm.
3. Invite: Share your User ID (which is also the Group ID) with others to invite them.

1. Get ID: Ask the group owner for their Group ID.
2. Navigate: Go to the 'Groups' page.
3. Join: Enter the ID into the 'Join an Existing Group' field and click 'Join Group'.

1. Sync: On your group page, click 'Sync Your Data'.
2. Select: Choose which data types (like Expenses, Debts) and what time range you want to share.
3. Confirm: Click 'Confirm & Sync'. Your data will now be visible to group members in their dashboards.

1. Navigate: Go to the 'Simple Message' page.
2. Compose: Click 'Send Message'.
3. Fill & Send: Enter the recipient's email, a title, your message, and click 'Send'.

1. Navigate: Go to the 'Contacts' page.
2. Add: Click 'Add New Contact'.
3. Fill Details: Enter the contact's information, such as name and email.
4. Save: Click 'Save' to add them to your list.

The AI Coach analyzes your financial data—spending, debts, goals, etc.—to provide personalized advice. Just enter your monthly income, and it will generate a report with insights and actionable steps.

Yes! Use the 'Generate With Your Prompt' tab. You can ask specific questions like 'Create a budget for me to save $500 a month' or 'Analyze my top 3 spending categories and give me tips'.

1. Navigate: Go to 'Currency Converter'.
2. Enter Details: Input the amount, select the 'From' currency, and the 'To' currency.
3. Convert: Click 'Convert' to see the result based on the latest exchange rates.

1. Navigate: Go to 'Simple Notes'.
2. Add Note: Click 'Add Note'.
3. Write: Add a title and your content. The editor supports Markdown for formatting.
4. Save: Click 'Save' to keep your note.

It's a place to save quick links to your online documents (e.g., a Google Drive folder of receipts or a Dropbox link to a contract). The app does not access the content, it only stores the URL for your convenience.

Simple Storage is a Pro feature that allows you to securely upload, view, and manage your important files like receipts, invoices, or financial statements directly within the app. You get 1 GB of online storage, which is enough for thousands of documents.

1. Navigate: Go to the 'Simple Storage' page from the sidebar.
2. Click Upload: Press the 'Upload Files' button. You can select one or multiple files.
3. Wait for Completion: The files will be uploaded, and their metadata (like size and date) will be saved to your profile. File content is stored securely in the cloud.

1. Switch to Gallery View: On the 'Simple Storage' page, click the 'Gallery' icon in the toolbar.
2. Browse: All your uploaded images and videos will be displayed as thumbnails.
3. Open Lightbox: Click on any thumbnail to open it in a full-screen, interactive gallery where you can zoom, play videos, and view a slideshow.

Occasionally, if an upload or delete operation is interrupted, the displayed total storage usage might become inaccurate. The 'Sync Storage' button (available once a week) manually recalculates the total size of all your stored files and updates your profile, ensuring the usage data is correct.

1. Navigate: Go to the 'Billing and Plans' page.
2. Choose a Plan: Select the plan that works for you (e.g., 6 Months, 1 Year).
3. Pay: You will be redirected to PayPal to complete the one-time payment securely. Your Pro access is activated immediately.

1. Navigate: Go to the 'Settings' page.
2. Adjust: Use the dropdown menus to change the Language, Theme, Font, and other display preferences. Changes are saved automatically.

1. Navigate: Go to your 'Profile' page.
2. Select Tab: Click on the 'Change Password' tab.
3. Update: Enter your current and new password, then confirm.

1. Navigate: Go to your 'Profile' page and click the '2FA & Security' tab.
2. Enable: Click 'Enable 2FA' and follow the on-screen instructions to scan the QR code with an authenticator app.
3. Save Backup Codes: Make sure to save your backup codes in a safe place.

1. For General Questions: If this help page doesn't answer your question, please email our support team directly.
2. To Report an Issue: Go to the 'Rating & Feedback' page from the sidebar and use the 'Problem Reports' tab to describe the issue in detail.
3. Contact Email: For all other inquiries, you can reach us at support@simplemoneytracker.com. We aim to respond within 24-48 hours.