Upbooks™ Expense Tracker

Welcome to Upbooks™ – Expense Tracker App! #

Thank you for choosing the Upbooks™ Expense App to manage your expenses and vendors efficiently. This documentation will guide you through the onboarding process, default categories, and key features of the app.

Onboarding: #

The Upbooks™ Expense App provides two onboarding options:

• Individual Onboarding: Default expense categories like rent, fuel, etc., are pre-loaded to streamline personal expense tracking.
• Business Onboarding: Default categories such as meetings, bank charges, etc., are set up to cater to business-related expenses.

Additionally, you have the flexibility to add custom expense categories that suit your unique needs.

Expense Management: #

The app allows you to efficiently manage your expenses. Key features include:

• Default Categories: Easily choose from a range of default expense categories based on your onboarding type.
• Custom Categories: Add and manage custom expense categories for personalized expense tracking.
• Sections for Monthly Overview: Navigate between the “Last Month” and “This Month” sections on the home page to view and track your expenses over time.
• Expense Details: Log details such as date, amount, category, and additional notes for each expense entry.
• Manage Vendors: Efficiently handle your vendor information and track transactions with the “Manage Vendors” option in the navigation menu.

Filter data for better result: #

Whether you’re a business owner or individual user, our expense tracking app adapts to your unique requirements, providing tailored filtering options to suit your specific use case.an array of powerful filtering features, our app offers unparalleled convenience and efficiency in expense management. Seamlessly navigate through your financial data with customizable options such as filtering by financial months, date ranges, tax treatment, vendors, and clients. Say goodbye to tedious manual tracking and hello to effortless organization.

• Customizable Filtering: Our expense tracking app provides users with customizable filtering options to streamline their expense management process according to their preferences.
• Financial Month Filtering: Users can easily filter their expenses by specific financial months, allowing them to track their spending patterns more effectively over time.
• Date Range Filtering: With the ability to filter expenses by date range, users can pinpoint expenditures within a specific timeframe, aiding in budget planning and analysis.
• Tax Treatment Filtering: Our app offers tax treatment filtering options, enabling users to differentiate between taxable and non-taxable expenses, simplifying tax reporting and compliance.
• Vendor Filtering: Users can conveniently filter expenses by vendors, helping them monitor transactions with specific suppliers or service providers effortlessly.
• Client Filtering: For business users or individual, our app allows filtering expenses by clients, facilitating easy tracking of project-related expenses and invoicing.
• Comprehensive Expense Management: By utilizing our filtering options, users gain a comprehensive view of their expenses, empowering them to make informed financial decisions and optimize their spending habits.
• Efficient Analysis and Reporting: The flexible filtering capabilities of our app facilitate efficient analysis and reporting, saving users valuable time and effort in managing their finances.
• Enhanced User Experience: With intuitive filtering features, our app ensures a seamless user experience, enhancing productivity and satisfaction in expense tracking tasks.

Organize & Categorize expenses: #

This section provides users with powerful tools to efficiently manage and categorize their expenses, enhancing financial organization and control.

• Monthly Expense View: Seamlessly navigate through different months by selecting from the intuitive horizontal list. This feature empowers users to track their expenditures over time, ensuring a comprehensive overview of their financial activity.
• Interactive Graph: Gain insightful visualizations with the dynamic circle graph, offering a clear representation of paid and unpaid expenses. This graphical representation aids users in understanding expenditure distribution at a glance, facilitating informed financial decisions.
• Total Paid and Unpaid Expenses: Keep track of financial health effortlessly with the display of total paid and unpaid expenses. This feature enables users to monitor their spending patterns and outstanding payments, promoting better financial management and budgeting.
• Expense Type Selection: Effortlessly filter expenses by selecting specific expense types from the icon-rich horizontal list. This intuitive interface allows users to focus on particular categories of expenditure, streamlining the process of analyzing and managing different types of expenses.

Track Your Expense: #

Designed to offer users seamless access to their selected month’s expenses with enhanced functionality for effortless navigation and visualization. With a user-friendly interface, users can easily switch between months by simply clicking on the month displayed on the top bar, where a convenient swiper allows them to select the desired month for expense tracking. Additionally, our app automatically displays expenses in the user’s default currency, ensuring clarity and consistency in expense management.

On the right side of the section, users are greeted with an insightful doughnut chart, presenting a visual breakdown of expenses across different categories and accounts. This visualization provides users with a quick and intuitive understanding of their spending patterns, empowering them to make informed decisions about their finances. Moreover, at the bottom left corner, users can access a summary of their unpaid and paid amounts, offering a comprehensive overview of their financial status at a glance.

• Intuitive Month Selection: Users can effortlessly switch between months by clicking on the month displayed on the top bar, providing convenient access to historical expense data.
• Seamless Swiping Feature: A swiper allows users to smoothly navigate through different months, enabling quick and efficient tracking of expenses over various timeframes.
• Default Currency Display: Expenses are automatically shown in the user’s default currency, ensuring clarity and consistency in financial reporting without the need for manual conversion.
• Visual Expense Breakdown: A doughnut chart on the right side of the section offers users a visual representation of expenses categorized by different accounts and spending categories.
• Insightful Spending Patterns: The doughnut chart provides valuable insights into users’ spending habits, allowing them to identify areas of overspending or areas where they can potentially save.
• Summary of Unpaid and Paid Amounts: At the bottom left corner, users can view a summary of their unpaid and paid amounts, providing a clear overview of their current financial status.
• Enhanced Financial Management: With access to detailed expense data and visualizations, users can effectively manage their finances, track their expenses, and make informed decisions to achieve their financial goals.
• User-Friendly Interface: The section features a user-friendly interface that prioritizes ease of use and accessibility, ensuring a seamless and enjoyable expense tracking experience for all users.

Scan reciepts, bill to upload: #

Introducing our cutting-edge Scan Receipt feature, a game-changer in the realm of expense tracking. Say goodbye to tedious manual entry and hello to effortless expense management. With this innovative functionality, users can simply snap a photo of their receipts using their device’s camera and let our app handle the rest. Gone are the days of painstakingly inputting details like restaurant names, total bills, taxes, and dates; our app automatically extracts this information from the receipt image, saving users valuable time and ensuring accuracy in their financial records. Seamlessly integrated into our expense tracking platform, the Scan Receipt feature offers unparalleled convenience and efficiency, empowering users to take control of their finances with ease. Embark on a journey of streamlined expense tracking with our latest Scan Receipt feature. Designed with user convenience in mind, this cutting-edge functionality simplifies the expense entry process like never before. Now, users can effortlessly capture receipt images on the go and let our app do the heavy lifting. By automatically extracting crucial details such as restaurant names, total bills, taxes, and dates from the receipt image, our app eliminates the need for manual data entry, ensuring accuracy and efficiency in expense tracking. With the Scan Receipt feature seamlessly integrated into our expense management platform, users can enjoy a hassle-free experience and gain valuable insights into their spending habits. Say hello to a new era of expense tracking – effortless, accurate, and tailored to your needs.

• Effortless Expense Entry: The Scan Receipt feature simplifies the expense entry process by allowing users to capture receipt images and automatically extract relevant details.
• Time-Saving: Users can save time and effort by eliminating the need for manual data entry, as our app extracts information such as restaurant name, total bill amount, taxes, and date from the receipt image.
• Improved Accuracy: With automatic extraction of receipt details, users can ensure accuracy in expense tracking, minimizing errors and discrepancies.
• Convenient Receipt Management: Users can easily manage their receipts by capturing images directly within the app, reducing the risk of losing paper receipts and ensuring all expenses are properly recorded.
• Streamlined Expense Tracking: The Scan Receipt feature integrates seamlessly with our app’s expense tracking functionality, providing users with a comprehensive solution for managing their finances.
• Enhanced User Experience: By simplifying the expense entry process, our app offers users a more intuitive and user-friendly experience, enhancing overall satisfaction with the platform.
• Mobile Accessibility: The Scan Receipt feature is available on mobile devices, allowing users to capture receipt images on the go and add expenses to their account anytime, anywhere.
• Data Security: Our app prioritizes data security and privacy, ensuring that scanned receipt images and extracted details are securely stored and protected from unauthorized access.

Add and View Expenses: #

Our comprehensive add expenses, offering users the flexibility to add expenses manually or via scan receipt images. Users have full control over adding expense details such as title, date, amount, currency, notes, and expense type. Additionally, users can customize their expense categories, tailoring the system to their specific needs. For advanced users, our system offers an advanced section where additional details like vendor, purchase order, tax treatment, and reverse charge can be specified, ensuring thorough expense documentation. In the payment section, users can input payment details such as account type, payment mode, and reference number, facilitating comprehensive expense tracking. Once expenses are added, users can conveniently view and edit their expense details in the user-friendly View Detail section, featuring a smooth and intuitive interface designed for seamless navigation and task management.

• Effortless Manual Entry: Users can easily add expenses manually by providing details such as title, date, amount, currency, notes, and expense type.
• Customizable Expense Categories: Our system allows users to create and customize their own expense categories, providing flexibility in expense tracking.
• Scan Receipt Image: Alternatively, users can add expenses by scanning receipt images, saving time and effort in data entry.
• Advanced Expense Details: Advanced users can input additional details such as vendor, purchase order, tax treatment, and reverse charge for thorough expense documentation.
• Payment Details: Users can input payment details such as account type, payment mode, and reference number in the payment section.
• User-Friendly View Detail Section: A user-friendly interface allows users to conveniently view and edit their expense details, enhancing task management.
• Smooth User Interface: Our system features a smooth and intuitive user interface, ensuring ease of use and seamless navigation.
• Comprehensive Expense Tracking: With detailed expense entry options and customizable categories, our system facilitates comprehensive expense tracking.
• Efficient Expense Management: Users can efficiently manage their expenses with options for manual entry, scan receipt images, and advanced expense details.
• Personalized Experience: Customizable categories and advanced options provide users with a personalized expense management experience tailored to their specific needs.
• Time-Saving Features: Scan receipt image option and intuitive user interface save users time in expense entry and management tasks.
• Thorough Documentation: Advanced options for vendor, purchase order, and tax treatment ensure thorough documentation of expenses for accounting and reporting purposes.
• Secure Payment Details: Payment section allows users to securely input payment details, ensuring confidentiality and security.
• Editable Expense Details: Users can easily edit expense details as needed, providing flexibility in expense management.
• Accessible Anytime, Anywhere: Our system is accessible anytime, anywhere, allowing users to manage expenses on the go with ease.

Getting Started: #

To begin using the Upbooks™ – Expense Tracker app, follow these simple steps:

1. Download and install the app from the App Store (iOS) or Google Play Store (Android).
2. Login/Signup with your Upbooks™ account credentials.
3. Explore the intuitive interface and discover the powerful features at your fingertips.