Learn Money Manager
in minutes, not hours.
A practical guide covering every feature — from your first budget to automated recurring expenses and month-end savings.
What's covered
Start here
Four steps to get going
Set your monthly budget
On first sign-in you'll be asked for your total monthly income or spending limit. Every budget category you create draws from this number.
Create budget categories
Head to Budgets and create categories — Groceries, Rent, Fun. Give each one an emoji and a dollar limit. The allocation bar shows how much of your monthly total is still unassigned.
Log expenses as you spend
Open a budget and type a name + amount, then press Enter. Or use Quick Add on the Expenses page to log without leaving the overview.
End your period & save
When your budget period closes you'll be prompted to Continue (keeping budgets, rolling leftover to Savings) or Start Fresh (clean slate for the new month).
Feature reference
Everything, explained
Allocation bar
Shows how much of your monthly total is still available to assign to new budgets.
Due dates
Attach an optional due day to a budget — it shows as a coloured dot on the Budget Calendar.
Override
Tick Override when an expense exceeds the budget limit so you're never blocked, just informed.
Delete
Deleting a budget also removes all its associated expenses and recurring templates.
Quick Add
The Expenses page has a single panel to pick a budget and add an entry without drilling into that budget.
Enter key
Press Enter from the name or amount field to submit — no mouse needed.
Savings credit
When you top up a budget from Savings a green "+ From Savings" row appears; it doesn't count as spending.
Delete confirm
Both the expense table and transfer history require a second confirmation before deleting.
Set it up
Inside any budget scroll to Recurring Expenses, enter a name, amount, and a due day between 1 and 28.
Auto-fire
On or after the due day the expense is automatically logged when you open the dashboard.
Period rules
Recurring expenses survive "Continue Last Month" but are wiped on "Start Fresh".
Remove anytime
Click the trash icon next to a recurring entry to delete the template (past logs stay).
Auto rollover
Leftover budget at month end is moved to Savings automatically — no manual action needed.
Savings goal
Set a target amount on the Savings page; a progress bar shows how close you are.
Transfers
Transfer from Savings into any budget to give it extra room mid-month.
Balance accuracy
Savings credits don't inflate a budget's "spent" total — the remaining always stays correct.
Three views
Switch between current month, next month, and a compact split view using the arrow buttons.
Due-date dots
Budget due dates appear as coloured dots; past-this-month dates automatically show in next month's column.
Monthly statement
Each period generates a statement with total spent, saved, and a per-budget breakdown.
Force end
Use "Force End Budget Period" in the header to close a period early at any time.
Common scenarios
How people use it
Monthly household budget
- 1Create budgets for Rent, Groceries, Utilities, Transport
- 2Set your period end day to match your pay cycle
- 3Log expenses as they happen
- 4At month end Continue to keep the same budgets
Tracking fixed bills
- 1Open the relevant budget (e.g. Subscriptions)
- 2Add each bill as a Recurring Expense with its due day
- 3Bills appear automatically — no manual logging
- 4Delete any time when a subscription ends
Saving for a goal
- 1Set a savings goal amount on the Savings page
- 2Spend carefully each month to leave a surplus
- 3Surplus auto-moves to Savings at period end
- 4Watch the progress bar fill toward your goal
Emergency top-ups
- 1Unexpected expense blows a budget category
- 2Open Savings → Transfer to Budget
- 3Pick the budget and enter the amount
- 4A green credit entry records the inflow
Reviewing last month
- 1Open the dashboard after a period ends
- 2Scroll to the Monthly Statement card
- 3See total spent, saved, and per-budget detail
- 4Use patterns to adjust limits next month
Staying on track daily
- 1Check the dashboard each morning (30 seconds)
- 2Bar chart shows which categories are close to limit
- 3Expenses pie shows where money is going
- 4Budget cards turn red when a limit is breached