Expense Tracker

Updates

Version 2.0
- Update: Mileage Log for tax purposes;

Version 1.0
Initial release!

Introduction

Expense Tracker is designed to assist with personal or business finances. Following features are available:

Usage

When Expense Tracker is first started, it contains a default company and default account number. It is highly recommended that both records are renamed to personal needs.

Main Screen

Following screen is the main screen of the application. Main screen displays all transactions for selected account. Account selection can be made through account spinner at the top of the screen. In addition, "..." button can be used to Add, Modify, or Delete current account.

When account spinner is selected, following screen is shown:

Main screen contains following menu options:

Following are options

Add Account

Following screen is used to add new account. Expense only account is defined to be an account that does not require balance tracking. For instance, such account could be established to track all expenses/income for rental property that is not established under a company or DBA. If the initial balance is negative (for example for a credit card), please use negative sign to denote so.

"+" and "R" buttons can be used to add new company or rename existing company.

Add Transaction

Following screen is utilized to add new transaction:

After choosing account, type, and amount, the user is presented with the choice to pick category. It is very important to properly categorize each transaction, because reporting will be done based on the category. Using the "+" button, the user can add new category at any time. In addition, it is important to specify payment information because certain reports are generated based on payment information.

Add Transfer

Using transfer screen, the user can add a transfer from one account to another. Transfer is nothing else but two transactions added at the same time to each chosen account. Following screen is used to add an account:

Reporting

Currently the user can produce reports by category and payment information. Each report can be emailed in PDF or CSV (comma-separated-values) format. Report by category groups all transactions by category and computes totals. Report by payer/payee groups all transactions by payment information and computes totals. All reports are generated based on selected dates. Following screen is used for report generation:

ADDITIONAL REPORTS WILL BE ADDED AS REQUESTED BY USERS. PLEASE EMAIL DEVELOPER FOR REQUESTS. EMAIL ADDRESS CAN BE FOUND AT THE END OF THIS DOCUMENT.

Database

Database screen is used to create fresh database. This is advised to be done at the begin of each fiscal year. WARNING: CREATING FRESH DATABASE WILL ERASE ALL DATA!!!

Email developer directly at agerzic@gmail.com