Finances Management Guide

Step-by-Step Guide

1. Navigate to Finances > Add Movement
2. Select movement type (Income or Expense)
3. Enter amount and currency
4. Choose appropriate category from the dropdown
5. Add description and relevant details
6. Select date and payment method
7. Save the movement

Pro Tips

• Use consistent categories for better reporting
• Add detailed descriptions for future reference
• Include relevant tags for easy filtering

Step-by-Step Guide

1. Go to Finances > Recurring Transactions
2. Click Add Recurring Transaction
3. Select transaction type (Income/Expense)
4. Set frequency (daily, weekly, monthly, yearly)
5. Choose start date and end date (optional)
6. Set amount and category
7. Configure notification preferences
8. Save the recurring transaction

Pro Tips

• Review recurring transactions monthly
• Set end dates for temporary recurring items
• Use notifications to stay on top of finances

Step-by-Step Guide

1. Mark expenses as tax deductible when adding
2. Use tax specific categories (e.g. "Business Expenses")
3. Track tax deadlines in the Tax Calendar
4. Generate tax deduction reports
5. Set up tax obligation reminders
6. Monitor tax liability throughout the year

Pro Tips

• Keep all receipts for tax deductible expenses
• Use specific categories for different tax types
• Set reminders for important tax deadlines

Step-by-Step Guide

1. Navigate to Finances > Reports
2. Select report type (Income, Expenses, Profit/Loss)
3. Choose date range and categories
4. Generate and view the report
5. Export reports as PDF or Excel
6. Analyze trends and patterns
7. Set up automated report scheduling

Pro Tips

• Generate monthly reports for regular review
• Compare periods to identify trends
• Export reports for external accountants