INSIGHT EXPENSE TRACKER

Professional expense management platform built for precision and clarity in financial oversight.

Insight is a comprehensive expense tracking application designed to help individuals and professionals manage their finances with advanced analytics, detailed reporting, and intuitive user experience.

KEY FEATURES

📊
Advanced Analytics
Comprehensive insights with interactive charts and detailed spending analysis
💳
Transaction Management
Easy-to-use interface for adding, editing, and categorizing all your transactions
📈
Professional Reports
Generate detailed reports with custom filters and export capabilities
⚙️
Customizable Settings
Personalize your experience with currency, themes, and notification preferences
Pro Tip: Start by setting up your monthly income and expense goals in the Settings section to get personalized insights and budget tracking.

QUICK START GUIDE

Get up and running with Insight in just a few minutes.

STEP 1: INITIAL SETUP

  1. Access the dashboard by clicking "ACCESS DASHBOARD" from the homepage
  2. Navigate to Settings to configure your preferences:
    • Set your preferred currency
    • Configure date format and timezone
    • Set up monthly income and expense budgets

STEP 2: ADD YOUR FIRST TRANSACTION

  1. Go to the Transactions section
  2. Fill out the "Add New Transaction" form:
    • Enter a description
    • Set the amount
    • Choose transaction type (Income/Expense)
    • Select appropriate category
    • Set the date
    • Choose payment method
  3. Click "Add Transaction" to save

STEP 3: EXPLORE YOUR DATA

  1. Return to Dashboard to see your financial overview
  2. Check the Analytics section for spending patterns
  3. Generate reports for detailed insights
You're all set! Start adding more transactions to unlock the full power of Insight's analytics and reporting features.

INSTALLATION

Insight is a web-based application that requires no installation.

SYSTEM REQUIREMENTS

  • Modern web browser (Chrome, Firefox, Safari, Edge)
  • Internet connection
  • JavaScript enabled

BROWSER COMPATIBILITY

Browser Minimum Version Status
Chrome 80+ ✅ Fully Supported
Firefox 75+ ✅ Fully Supported
Safari 13+ ✅ Fully Supported
Edge 80+ ✅ Fully Supported

MOBILE SUPPORT

Insight is fully responsive and works seamlessly on mobile devices and tablets. The interface automatically adapts to your screen size for optimal user experience.

DASHBOARD

Your central hub for financial overview and quick insights.

OVERVIEW STATS

The dashboard provides four key metrics at the top:

  • Total Expenses: Sum of all expense transactions
  • Total Income: Sum of all income transactions
  • Net Income: Difference between income and expenses
  • Transactions: Total number of transactions this month

INCOME VS EXPENSES CHART

Interactive chart displaying the relationship between your income and expenses over time. This visualization helps identify spending patterns and financial trends.

RECENT TRANSACTIONS

Quick access to your most recent transactions with key details:

  • Date
  • Description
  • Category
  • Amount
  • Transaction type

TRANSACTIONS

Comprehensive transaction management with advanced filtering and search capabilities.

ADDING TRANSACTIONS

The transaction form includes the following fields:

Field Required Description
Description Yes Brief description of the transaction
Amount Yes Transaction amount (positive number)
Type Yes Income or Expense
Category Yes Predefined categories for organization
Date Yes Transaction date
Payment Method No Cash, Card, Bank Transfer, Digital Wallet
Notes No Additional information

CATEGORIES

Available transaction categories:

  • Food
  • Transport
  • Shopping
  • Entertainment
  • Utilities
  • Healthcare
  • Housing
  • Education
  • Work
  • Other

FILTERING AND SEARCH

Use the search and filter tools to find specific transactions:

  • Search: Find transactions by description
  • Type Filter: Show only income, expenses, or all transactions
  • Refresh: Reload transaction data
Note: Deleted transactions cannot be recovered. Use the delete function carefully.

REPORTS

Generate detailed financial reports with custom date ranges and export options.

REPORT TYPES

Summary Report
High-level overview of income, expenses, and net balance for the selected period
Detailed Report
Complete transaction listing with all details and categorization
Category Report
Breakdown of spending and income by category with percentages
Monthly Report
Month-by-month analysis of financial patterns and trends

GENERATING REPORTS

  1. Select the report type from the dropdown
  2. Choose start and end dates for the reporting period
  3. Click "Generate Report" to create the report
  4. Review results in the Report Results section

EXPORT OPTIONS

Reports can be exported in multiple formats:

  • CSV: Spreadsheet-compatible format for further analysis
  • JSON: Machine-readable format for integration with other tools
Tip: Use category reports to identify your biggest spending areas and optimize your budget accordingly.

ANALYTICS

Advanced spending analysis with interactive charts and trend visualization.

SPENDING ANALYTICS

The analytics section provides key metrics for different time periods:

  • Last Week: Recent spending patterns
  • Last Month: Monthly financial overview
  • Last Year: Annual trends and patterns

KEY METRICS

Metric Description Calculation
Average Daily Spending Daily spending average for the selected period Total expenses ÷ number of days
Highest Expense Largest single expense transaction Maximum expense amount
Most Used Category Category with the most transactions Category frequency analysis
Savings Rate Percentage of income saved (Income - Expenses) ÷ Income × 100

CATEGORY BREAKDOWN

Visual representation of spending distribution across different categories, helping identify areas for budget optimization.

SPENDING TRENDS

Interactive chart showing spending patterns over time, enabling you to:

  • Identify seasonal spending patterns
  • Track progress toward financial goals
  • Spot unusual spending spikes
  • Monitor budget adherence

SETTINGS

Customize your Insight experience with personalized preferences and financial goals.

ACCOUNT SETTINGS

Setting Options Default
Currency USD, EUR, GBP, JPY, CAD, AUD, INR USD
Date Format MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD MM/DD/YYYY
Theme Dark Dark
Timezone Various global timezones UTC

MONTHLY FINANCIAL PLANNING

Set up your monthly financial framework for better tracking and goal achievement:

Monthly Incomes

  • Pocket Money: Regular allowance or pocket money
  • Salary: Employment income
  • Others: Additional income sources

Monthly Expenses

  • House Rent and/or WIFI: Housing and internet costs
  • Online/Offline Subscriptions: Recurring service payments
  • Others: Additional fixed expenses

Monthly Goals

  • Target Savings: Amount you aim to save monthly
  • Target Investment: Monthly investment goals
  • Others: Additional financial objectives

NOTIFICATIONS

  • Email Notifications: Receive updates via email
  • Budget Alerts: Get notified when approaching budget limits
Pro Tip: Setting up monthly income and expense budgets enables advanced analytics and helps track your progress toward financial goals.

API REFERENCE

Technical documentation for developers and advanced users.

Note: Insight currently operates as a standalone web application. API endpoints are planned for future releases.

FUTURE API ENDPOINTS

Planned endpoints for the upcoming API release:

Authentication

POST /api/auth/login POST /api/auth/logout POST /api/auth/refresh

Transactions

GET /api/transactions # List all transactions POST /api/transactions # Create new transaction GET /api/transactions/{id} # Get specific transaction PUT /api/transactions/{id} # Update transaction DELETE /api/transactions/{id} # Delete transaction

Reports

GET /api/reports/summary?start_date=2024-01-01&end_date=2024-12-31 GET /api/reports/detailed?category=food&type=expense GET /api/reports/category-breakdown?period=month

Analytics

GET /api/analytics/spending-trends?period=week GET /api/analytics/category-stats GET /api/analytics/savings-rate

TROUBLESHOOTING

Common issues and their solutions.

COMMON ISSUES

Transactions Not Saving

Problem: Transaction form submits but data doesn't appear in the list.

Solution:

  • Ensure all required fields are filled
  • Check that the amount is a valid positive number
  • Refresh the page and try again
  • Clear browser cache and cookies

Charts Not Loading

Problem: Charts appear blank or don't load properly.

Solution:

  • Ensure JavaScript is enabled in your browser
  • Add at least 2-3 transactions to populate charts
  • Try refreshing the page
  • Check browser console for error messages

Reports Not Generating

Problem: Report generation fails or shows no data.

Solution:

  • Verify date range includes existing transactions
  • Ensure start date is before end date
  • Check that you have transactions in the selected period

Data Not Persisting

Problem: Data disappears after refreshing the page.

Solution:

  • Ensure cookies are enabled for the site
  • Check browser storage permissions
  • Try using a different browser
  • Disable private/incognito mode

BROWSER-SPECIFIC ISSUES

Safari on iOS

  • Enable "Prevent Cross-Site Tracking" if experiencing storage issues
  • Clear Safari data if charts don't render

Firefox

  • Check Enhanced Tracking Protection settings
  • Ensure local storage is not disabled
Still having issues? Try accessing Insight in an incognito/private window to rule out extension conflicts.

FREQUENTLY ASKED QUESTIONS

Answers to common questions about Insight.

GENERAL QUESTIONS

Is Insight free to use?

Yes, Insight is completely free to use with all features available at no cost as it's still in development.

Do I need to create an account?

Yes.

Is my financial data secure?

Your data is stored in our database hashed and encrypted. This ensures complete privacy of your financial information.

Can I use Insight on mobile devices?

Yes, Insight is fully responsive and works seamlessly on smartphones and tablets.

FUNCTIONALITY QUESTIONS

Can I edit or delete transactions?

You can delete transactions from the All Transactions table. Edit functionality is planned for future updates.

How many transactions can I store?

No limit.

Can I backup my data?

Use the export functions in the Reports section to download your data as CSV or JSON files for backup purposes.

What currencies are supported?

Insight supports USD, EUR, GBP, JPY, CAD, AUD, and INR. The currency setting affects display formatting only.

TECHNICAL QUESTIONS

What browsers are supported?

Insight supports all modern browsers including Chrome, Firefox, Safari, and Edge (version requirements listed in the Installation section).

Does Insight work offline?

No.

Can I import data from other expense tracking apps?

Currently, manual data entry is required. Import functionality is planned for future releases.

Have more questions? Insight is continuously being improved based on user feedback. Check back regularly for updates and new features.