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Reference manual
How do I begin…
12/6/2014 2 Click the icons to know more….
Expenses can be updated by three ways
Update the YEAR and the outstanding credit card expenses (Dec last year) First time
(settings might be updated at
anytime if required)
Month on Month
(However, updation of Income and
expenses at any time)
Whenever required
Optional but suggested to update notifications, fixed expenses and loans (if any)
Savings Target can be set at any time but suggested to set the savings target while updating Income
Summary for the month, Loans details with History, Yearly spending pattern, Notifications and Monthly Dashboard
First use
Settings
Income
Expenses
Category Fixed expenses Loans/EMI Notifications
Budget
You will get a message while clicking expenses icon if budget was not updated for the month
Expenses
Fixed expenses Loans/EMI Click the icons to pay fixed expenses and loans in a single click (if any)
Select Category, Sub Category, Mode of payment and update the amount and then click Submit
Click the icon, load your scribbles such as vegetables-500 and update the expenses by a single click
1
2
3
Summary Loans/EMI Yearly Trend This icon is the presentation of the VB based application
VB based application, to show the summary and notifications
Click the logo to open the expenses tracker
Refresh the page to update the changes
Close the application
Move the mouse over to the numbers to expand notifications count
Move the mouse over to the number to see notifications for Pending, Today and to be paid for this month.
Progress bar indicates current expenses.
Social icons
Credit card expenses (Billed)
Credit card expenses (Outstanding)
First Use, to use this sheet for the first time or for the fresh year.
The Expenses Tracker 2.1 is ready to use now!
Yes
No
Cancel
Clear the income, expenses, fixed expenses, loans and notifications permanently
Select the category
Type the data
and click + to add the sub category
Double click the existing sub category to edit or delete
Type and click edit icon to update the sub category
Click this icon to delete the sub category
Categories are constant but you can add ‘n’ number of sub categories under each category
Category
To add, update all the details
Fixed expenses
To edit, update the details and click submit To delete, click delete icon
Click icon to list the existing items and select
Loans/EMI
To add, update all the details
Notifications
To edit, update the details and click submit To delete, click delete icon
Click icon to list the existing items and select
Credit card billed, fixed expenses for the month, loans will be automatically updated while you update income for the month
Income, to update your income for the month
Click + icon to update any notes for
“from savings” and “from others” which is required for the month.
Move the mouse over the + icon to
see any remarks updated already
The chart will be updated with your income in green color and savings in red color with an arrow indicates your expenses (as of now it will be 0)
Actual income is not a mandatory field. But if you want to update expenses then you must update the actual income
Budget, to update your budget for the month (credit card billed, fixed expenses, loans have been updated already in the budget)
Click Yes to update the budget
The budget values will be reflected in the Summary and Analysis Pages
Click Update icon to update
the budget for the month
This message box will be populated if budget was not updated already while clicking the expenses icon Budget can be viewed/edited by clicking icon which is in the expenses form.
Expenses, fixed expenses and loans by a single click
method
1
Select the item to be paid and click
Submit icon
Use exit icon to close the form, to update count of payments pending
Click the number on the fixed expenses or loans to pay the expenses
Expenses, usual way to update.
method
2 1. Select Category
2. Select Sub Category
3. Select Mode of Payment
4. Update current expenses
5. Update Description (if any)
6. Click Submit
The chart indicates the actual expenses against the budgeted expenses Expenses summary indicates the day wise expenses of the sub category
Use exit icon to close the form, to update the summary and analysis page.
Expenses, one click payment, to update your scribbling
method
3 Scribble your payments in a notebook or store it in your mail etc
Click this icon to update your scribbling Copy and paste the contents in the text box
Click load icon to load your details
Click the items if
you notice !
symbol
Update the mandatory details and click submit
If there is no ! Symbol in the details then click
Pay icon to update all the expenses
Loans/EMI, track your loans/EMI
Steps to view EMI History
1. Select the icon 2. Click EMI History icon
EMI = P x r x (1 + r)n / ((1+r)n -1) In Excel: EMI = PMT(r,n,P) where, P = principal amount, r = interest rate per month, n = tenure in months.
EMI Calculator
Credit Card Statement
Yearly Trend, spending pattern of your expenses
Average, average expenses for the selected category
Category, Select the category to view the spending pattern
Notifications, the number indicates the notifications for the next 15 days. However, you can also view anything to be paid for this month and pending
To be paid for this month shown as “0” because the fixed cost added was paid already. There is no pending for this month.