Adding a transaction
Pick Income or Expense, set the date and amount, choose a category, add an optional client or note, then press Add. Your totals, chart, and list update instantly.
Editing or deleting
In the Transactions list, use the pencil to edit a row or the × to delete it. Editing pulls the entry back into the form so you can change any field and save.
Net profit & tax set-aside
Net profit is income minus expenses. Set aside for tax is that percentage of your profit — change the % right on the card. It's a rough estimate to help you save, not tax advice; check with a professional for your situation.
Period & currency
Use the Period dropdown to view all time or a single month. Change the Currency symbol in the top bar at any time.
Export, Backup & Restore
Export CSV downloads your transactions for a spreadsheet or accountant. Backup saves a file of all your data; Restore loads that file back — handy when moving to a new device or browser.
Clear all
Clear all permanently deletes every transaction. It asks you to confirm first — back up beforehand if you might want the data later.
Where's my data? Everything is stored privately in this browser on this device — nothing is uploaded. That means clearing your browser or switching devices will not carry your data over, so use Backup regularly to keep a copy.