How to Use the Personal Budget App - Complete Guide

Managing your personal finances doesn’t have to be complicated. The Personal Budget app helps you track spending quickly, accurately, and without stress. You can record detailed transactions, scan barcodes, categorise items, and view meaningful insights — all with a clean, simple interface.

This guide walks you through everything the app can do.

Adding a Transaction

When you add a new transaction, the app works like a smart digital receipt:

1. Add Products

You can:

• Scan a barcode
• Choose items from your saved products
• Auto-fill known items
• Instantly create a new product if the barcode isn’t recognised

This makes adding groceries, toiletries, or household items extremely fast.

2. Assign Categories

Each product in a receipt can have its own category.

For example:

• “Milk” → Groceries
• “Shower Gel” → Personal Care
• “Bus Ticket” → Transport

This gives you precise control over how your spending is organised.

3. Enter Prices

Each product has its own price field.
The app calculates the total for you.

4. Select Vendor

Type the store name (e.g., Tesco, Aldi).
The app suggests vendors based on what you previously used.

5. Choose a Date

You can add older receipts or set the date to today.

6. Save the Transaction

Your transaction is stored locally on your device and appears in your dashboard instantly.

Managing Products

Products can be:

• Added manually
• Created automatically from barcode scans
• Grouped into folders such as “Energy Drinks”, “Cleaning Supplies”, “Snacks”
• Renamed or organised at any time

Once a barcode is linked to a product, it recognises it automatically next time.

Managing Categories

You can build your own category structure with:

• Category groups (like sections, e.g., “Food”, “Bills”, “Transport”)
• Categories inside each group (e.g., “Groceries”, “Restaurants”, “Fuel”)

You can:

• Add a category
• Add a group
• Edit names
• Delete categories
• Reassign categories during transactions

This flexibility means the app matches your personal budgeting style.

Managing Vendors

Vendors are the stores where you spend money.

• Type the name and the app will suggest existing options
• If it’s new, the app adds it automatically
• You can edit or manage vendors later

This makes it easy to keep track of where your money goes.

Dashboard & Spending Reports

The Dashboard gives you an instant view of your spending.

You can view totals over:

• 1 week
• 4 weeks
• 1 month
• 3 months
• 6 months
• 1 year

The dashboard includes:

✔ Total spending

Shows everything you purchased during the selected period.

✔ Average per day

Useful for monitoring your habits.

✔ Category breakdown

See where your money goes — groceries, transport, shopping, etc.

✔ Premium Reports

Advanced charts and analytics help you identify trends, vendor spending, category totals, and more.

Barcode Scanning

You can scan product barcodes using your iPhone’s camera.

• If the barcode is known → the app instantly fills in the product name
• If unknown → you can create that product immediately
• The barcode is saved, and next time it recognises it instantly

This makes entering detailed receipts much faster.

Themes & Appearance

The app includes a modern, minimal design with custom themes.

Theme-aware elements include:

• Backgrounds
• Cards
• Text
• Buttons
• Lists

Everything adjusts smoothly whether you're using light or dark mode.

Your Data Stays on Your Device

All your:

• transactions
• products
• vendors
• barcode mappings
• categories

…are stored locally on your iPhone, not on any server.

This keeps your financial data private and secure.

What Makes This App Different

Unlike most budgeting apps, this one supports:

• Multiple products per transaction
• Per-product categories
• Detailed receipt-style entries
• Barcode scanning
• Custom category groups
• Vendor suggestions
• Offline, private data storage
• Advanced premium analytics

It’s designed for real receipts and real day-to-day spending — not generic bank feeds.

Need Help?

This support page will continue to grow.
If you need help, want a new feature, or have questions, feel free to contact us anytime.