John Doe

Financial Dashboard

TOTAL INCOME
R 78,500.00
12.5% from last month
TOTAL EXPENSES
R 38,750.50
8.3% from last month
CURRENT BALANCE
R 39,749.50
4.2% growth this month
SAVINGS GOAL
R 30,000 / R 85,000
35% towards vacation fund
Expenses by Category
Income vs Expenses

Recent Transactions

Date Description Category Amount Type Actions
Jan 28, 2026 Grocery Shopping Groceries R 1,450.00 Expense
Jan 27, 2026 Salary Deposit Salary R 52,000.00 Income
Jan 25, 2026 Electric Bill Utilities R 2,100.00 Expense
Jan 24, 2026 Client Payment Freelance R 7,500.00 Income
Jan 22, 2026 Dinner with Friends Dining R 1,200.00 Expense

Financial Reports

Monthly Financial Summary
Category Distribution
Income Sources
Expense Trends (12 Months)

Transaction Summary

Total Income
R 78,500.00
+12.5% from previous period
Total Expenses
R 38,750.50
+8.3% from previous period
Net Savings
R 39,749.50
+4.2% growth
Savings Rate
50.6%
Above average

Manage Categories

Category Overview

Income Categories

5 categories
Salary
Used in 12 transactions
Freelance
Used in 8 transactions
Investments
Used in 5 transactions
Rental Income
Used in 3 transactions
Other Income
Used in 2 transactions

Expense Categories

9 categories
Groceries
Used in 24 transactions
Dining
Used in 18 transactions
Transport
Used in 15 transactions
Utilities
Used in 12 transactions
Entertainment
Used in 10 transactions
Shopping
Used in 14 transactions
Health
Used in 8 transactions
Bills
Used in 16 transactions
Other Expenses
Used in 6 transactions
Category Usage Statistics

Savings Goals

Your Savings Goals

Dream Vacation
Active
R 30,000 saved
of R 85,000
35% complete
Target Date December 2026
Time Remaining 11 months
Monthly Target R 4,545/month
Emergency Fund
Active
R 45,000 saved
of R 100,000
45% complete
Target Date June 2026
Time Remaining 5 months
Monthly Target R 11,000/month
New Car
Paused
R 60,000 saved
of R 350,000
17% complete
Target Date March 2027
Time Remaining 14 months
Monthly Target R 20,714/month
House Deposit
Active
R 120,000 saved
of R 500,000
24% complete
Target Date January 2028
Time Remaining 24 months
Monthly Target R 15,833/month
Savings Progress Overview

Settings

Profile Settings

Notification Settings

Email Notifications Receive email alerts for important events
Push Notifications Get browser notifications for transactions
Budget Alerts Notify when approaching budget limits
Bill Reminders Reminders for upcoming bill payments
Weekly Reports Receive weekly financial summary emails

Security Settings

Data & Privacy

Auto-Backup Automatically backup your data daily
Export Data Download all your financial data
Clear Cache Clear temporary browser data
Delete Account Permanently delete your account and data

App Preferences

About FinTrack

App Version v2.0.0
Last Updated January 28, 2026
Developer FinTrack Team
License Proprietary

Help & Support

Frequently Asked Questions

How do I add a new transaction?

To add a new transaction, click the "+ Add Transaction" button on the dashboard or the floating action button in the bottom-right corner. Fill in the transaction details including amount, date, category, and description, then click "Save Transaction".

Can I export my financial data?

Yes! You can export your data by going to Settings > Data & Privacy and clicking "Export CSV". This will download all your transactions and financial data in a CSV format that can be opened in Excel or Google Sheets.

How do savings goals work?

Savings goals help you track progress toward financial targets. Create a goal by specifying the target amount, current savings, and target date. The app will calculate how much you need to save monthly and show your progress with visual charts.

Is my data secure?

Your financial data is stored securely in your browser's localStorage. We don't collect or store any personal information on external servers. For additional security, you can enable auto-backup in Settings and regularly export your data.

Can I use multiple currencies?

Currently, FinTrack supports one currency at a time. You can change your preferred currency in Settings > Profile Settings > Currency. All transactions will be displayed in your selected currency.

How do I create custom categories?

Go to the Categories page and click "Add New Category". You can choose between income and expense categories, select an icon, pick a color, and add a description. Your custom categories will appear when adding transactions.

Contact Support

Email Support

support@fintrack.com

Response within 24 hours

Live Chat

Available 9 AM - 6 PM

Mon-Fri (SAST)

Knowledge Base

help.fintrack.com

24/7 access

Bug Reports

bugs@fintrack.com

We fix issues quickly

Send us a message