Monday, January 5, 2015

Monthly Finance App




Get it at Apple AppStore. Click here



Everyone has to manage his/her finance at least once a month or two.  This app allows user to record his/her monthly accounts' balances and showing a summary and trend of his/her savings and expenditure.

All the user need to do is to spend some time to manage his/her accounts and finance, then update this app once a month.

This app is not meant to track daily income and expenses.  It is meant for users who wishe to manage their bank accounts once or twice a month and to monitor their monthly saving trends.

You may set a password protect for the app.

Suggestion for use

  1. Create all your accounts in the app with a starting balance.
  2. Set a date, say 2nd of each month, to spend some time to clear your monthly bills.
  3. Update the final balance in the app.
  4. You may add future (within the month) expenses/income or make some transfer after you have updated your final balance.

Continue to do this monthly, you will see the trend of your savings. It is a good way to track your account balances.

Instructions:

Main Page
The main page shows all your accounts that you've created.  The top black bar shows the sum of all your accounts for the month.

  • Click on top right + icon to add new account.
  • Change the month by scrolling through the desired month to view.
  • Tap on the account to access the the account transactions for the selected month.






















Transactions Page
  • Click on top right + icon to add new transaction.



Add Transaction Page

  • Tap on type "Income" to select the type of transaction
  • Enter Amount, Description, Remark (Optional)
  • Tap on save





Transfer Amount

  • You may only transfer amount between the accounts that you have created in this app.
  • Tap on Transfer To field to choose the available accounts.



No comments:

Post a Comment