Finance Manager

Manage your finances effortlessly with the my Finance App

Overview & Tutorial

Welcome to the Finance Manager, a two-page application designed to help you manage and visualize your expenses and incomes. This document walks you through the core features of both the Expense and Income Manager and the Finance Overview.

Go to Expense and Income Manager Go to Finance Overview

1. Application Overview

The Finance Manager is split into two main parts:

  1. Expense and Income Manager
    • Add or Edit expenses and incomes.
    • Download and Upload a JSON file of your finance data.
    • Clear all local data if you need to start fresh.
  2. Finance Overview
    • Upload your JSON data for display.
    • Select a specific date range to see monthly breakdowns.
    • Visualize your data in tables and charts.
    • View summaries of monthly totals and differences.

2. Using the Expense and Income Manager

a) Adding an Expense

Fill out the fields in the Expenses tab:

  • Name of Expense (e.g., Rent)
  • Must Pay (mandatory expense indicator)
  • Category (Tax, Gifts, etc.)
  • Provider (optional)
  • Amount in euros
  • Payment Frequency (Monthly, Yearly, Quarterly, Various)
  • Day of Month (optional)

Click Add Expense to save. It will appear in the Expense List.

b) Adding an Income

Switch to the Incomes tab:

  • Name of Income (e.g., Salary)
  • Type (Salary, Various, etc.)
  • Amount in euros
  • Payment Frequency (with month selection if needed)

Click Add Income to save. It will appear in the Income List.

c) Editing & Deleting

  • Edit - Updates an existing entry.
  • Delete - Removes the entry entirely.

d) Download / Upload / Clear

  • Download JSON - Saves all data into a JSON file.
  • Upload JSON - Replaces local data from file.
  • Clear All Data - Deletes all local entries.

3. Using the Finance Overview

a) Upload JSON File

Select a JSON file containing expenses and incomes, then click Upload.

b) Selecting a Date Range

Choose start and end months, then click Generate Tables:

  • Expenses Table – monthly breakdown
  • Incomes Table – monthly breakdown

Monthly Summary totals up Expenses, Incomes, and Difference (green = positive, red = negative).

Charts include a bar chart (Expenses vs Incomes) and line chart (difference over time).

4. Tips & Best Practices

  • Regularly download your JSON for backup.
  • Use quarterly/yearly frequencies carefully with correct months.
  • Positive differences = saved money; negative = overspending.
Finance Management Tool on Product Hunt

Conclusion

The Finance Project is designed to streamline your financial data entry and provide a clear overview in the Finance Overview. For feedback or questions, contact: robert@smidak.sk.