Quick Start Guide

Get up and running with Keep Track in minutes!

1. Add Your First Account

1. Go to Finance → Accounts tab
2. Tap the + button
3. Fill in the details:
   • Name (e.g., "Main Bank Account")
   • Type (Bank, Cash, E-Wallet, Credit Card, etc.)
   • Starting balance
4. Tap Save

Your account balance will update automatically with every transaction.

2. Set Up a Budget

1. Go to Finance → Budget tab
2. Tap Start Planning for the current month
3. Create a budget group (e.g., "Monthly Expenses")
4. Add categories (Food, Transport, Utilities, etc.) with target amounts
5. Repeat for an income group if needed

The budget screen shows your actual spending vs. planned in real time.

3. Record a Transaction

1. Tap the New Transaction button (bottom right)
2. Choose the type: Income, Expense, or Transfer
3. Enter the amount
4. Select the account and category
5. Optionally add a description, date, and fee
6. Tap Create Transaction

Your account balance and budget progress update immediately.

4. Track Debts & Receivables

1. Go to Finance → Debts tab
2. Tap + to add a debt or receivable
3. Fill in the person's name, total amount, and payment schedule
4. When making a payment, tap Pay and select the account to deduct from

5. Set a Savings Goal

1. Go to Finance → Goals tab
2. Tap + to create a goal
3. Enter a name, target amount, and deadline
4. Contribute from any account whenever you like

6. Schedule Recurring Payments

1. Go to Finance → Planned Payments tab
2. Tap + to add a recurring bill (rent, subscription, etc.)
3. Set the amount, frequency, and linked account
4. Mark it paid each period to keep your budget accurate

Tips

• Use Settings to change your currency and theme
• All data syncs automatically across your devices when signed in
• Tap any account to see its full transaction history

Need Help?

• 📚 Full Documentation
• 💬 GitHub Discussions
• 🐛 Report Issues