Frequently Asked Questions
Everything you need to know about the Expense Manager App.
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Add Income & Expense
It takes less than 10 seconds to add a new transaction. You have to click the ‘Income’ or ‘Expense’ button, input the amount, pick the category, choose the method of payment, and you are done!
Yes. Every transaction includes a range of information such as custom notes and precise time and date stamps. This feature will be most helpful to freelancers and business owners, who require documentation for taxes and reimbursements.
As you add transactions, you can select pre-existing categories or you can create custom categories and sub-categories of your own. You can even allocate icons and color-coding to make things more organized visually.
The app supports all major payment modes including Cash, UPI, Credit Card, Debit Card, Bank Transfer, Digital Wallets, and more. You can even create custom payment modes according to your needs.
Yes. You can edit or delete any transaction anytime. All changes are instantly reflected in your balances, reports, and charts, maintaining complete accuracy in your income and expense tracker.
Yes. You can set your primary currency in Settings and add transactions with that currency.
Every transaction you add updates your real-time spending breakdown and budget progress. This helps you stay within limits, receive alerts when approaching budget caps, and make smarter daily financial decisions.
Completely safe. The Expense Manager App works offline-first, stores data locally on your device, and offers secure cloud backup options. Your financial data never leaves your control.
View Income & Expense
It is easy to see all transactions in chronological order simply by navigating to the Home screen. All your income and expense entries have all the fields including amount, category, payment mode, date, time, and note. The Expense Manager App offers a neat and scrollable page.
Yes, indeed. The app offers strong search functionality and advanced filtering capabilities. One can filter their transactions using filters such as Date Range, Category, Subcategory, Payment Mode, Account Type, and Transaction Type (Income or Expense). Using the intelligent search field, one can find any transaction by writing a keyword from notes or category name.
Definitely yes. One can switch between daily, weekly, monthly, and yearly summaries just with a simple tap on screen. This way, one can track their spending habits during different time intervals and make more effective budgeting strategies.
Just one tap of a button will let users export reports in professional formats like PDF or Excel. Reports include all information about transactions and summary totals including Total Income, Total Expense, and Balance.
Yes. While viewing income and expenses, you can instantly see visual spending breakdown charts, income vs expense comparisons, and category-wise analysis. These insights help you understand where your money is going.
Yes. The app allows easy period comparison (e.g., this month vs last month, or this year vs previous year). This feature is extremely useful for tracking financial progress and identifying spending trends.
Definitely. Thanks to the multi-account support, you can filter and view transactions for any particular account (Personal, Business, Family Trip, Savings, Credit Card, etc.) separately. Balances are also shown account-wise.
The transaction history is 100% accurate and will be immediately updated after each transaction is entered. The application has been designed to be fast, even when dealing with thousands of transactions at a time.
Yes. To edit any of the transactions, simply touch the particular entry and make the required changes. All edits will be automatically reflected in all your balances and reports.
Yes. Since Expense Manager is an offline expense tracker, you can view your full transaction history, filters, summaries, and reports anytime - even without an internet connection. Data syncs when you go online for backups.
Categories & Subcategories
Custom categories let you sort out your expenses in accordance with your personal preferences or business requirements, resulting in more accurate statistics and efficient budget planner performance.
You can create up to 40 categories for expenses and 30 categories for income. Under each category, you can create up to 20 sub-categories. Examples of subcategories would be Flight, Hotel, Food, Local Transport, etc. under Travel.
Changes will be made smartly by the application. If you change names or move categories, all the historical transactions will automatically be adjusted in your reports and summaries.
Icons and colors provide instant visual recognition, making transaction entry faster and reducing errors. This feature is especially helpful for students and families who add multiple transactions daily.
Accounts
Using multiple accounts helps you separate different areas of your life such as personal spending, business operations, savings goals, or special projects. This separation gives you clearer financial insights and prevents mixing of funds in your money management app.
You can create any type of account including Savings Bank, Current Account, Credit Card, Cash Wallet, Digital Wallet, Joint Family Account, Business Account, Trip Fund, or completely custom accounts as per your needs.
The app automatically calculates the current balance of each account based on all income and expense transactions linked to it. You can view both individual account balances and an overall consolidated balance across all accounts.
Yes. When creating a new account, you can enter the current opening balance so the app starts tracking accurately from day one.
Yes. Shared accounts are perfect for families or groups. Multiple people can add expenses to the same account while maintaining full privacy for their personal accounts.
Extremely secure. All account data is stored locally on your device by default. Cloud backups are optional and fully encrypted. Your can also decide to not store data on external servers.
Yes. You can generate complete reports, charts, spending breakdowns, and summaries for any individual account or across all accounts combined.
Yes. You can drag and drop accounts in any order you prefer so that the most frequently used accounts appear at the top for quick access.
Absolutely. Many freelancers and small business owners use separate accounts to maintain clean records for personal finances and business activities, making tax filing and expense claims much simpler.
You can create up to 50 accounts. This number is sufficient to cover most of your needs.
Visualise Data
The app offers elegant pie charts for spending breakdown and line graphs for income vs expense trends — all designed to give you clear financial insights at a glance.
The spending breakdown chart shows exactly what percentage of your money goes to each category and subcategory. This visual clarity helps you quickly identify areas where you are overspending and make immediate adjustments to your monthly budget planner.
Yes. You can compare income vs expense trends across days, weeks, months, quarters, or years using interactive line and bar charts. This feature is excellent for spotting seasonal patterns and tracking long-term financial progress.
Yes. All visualizations and income vs expense charts update instantly whenever you add, edit, or delete a transaction, giving you the most current view of your finances.
Yes. You can export any chart or complete visual report as high-quality PDF for sharing with family, accountants, or for your own records.
The app highlights unusual spikes, recurring large expenses, and category dominance through smart visual insights and trend analysis, helping you become more conscious of your spending behavior.
Yes. You can filter all charts and insights to show data from a single account or across multiple accounts, making it perfect for analyzing personal, business, or shared finances separately.
Yes. Since Expense Manager is an offline expense tracker, all charts, spending breakdowns, and financial insights are fully available even without an internet connection.
Yes. The app is designed with simple, clean, and beginner-friendly visuals. Tooltips, color coding, and short explanations make complex financial data easy to understand for students, families, and first-time users.
Export Professional Reports
Professional Reports are clean, well-formatted documents that summarize your complete financial activity. With one tap, you can generate detailed income and expense reports in PDF or Excel format, perfect for personal use, tax filing, or sharing with accountants.
Simply go to the 3-dot menu section in the Home screen, select your desired date range and account(s), then tap “Export to PDF” or “Export to Excel”. The app creates a polished, professional document in seconds.
Reports include transaction lists with date, time, notes, payment mode, category, amount, and balance. They also contain an Overall Summary showing Total Income, Total Expense, and Remaining Balance, plus category-wise breakdowns.
Yes. The reports are designed with professional formatting that accountants and tax consultants appreciate. You can export clear, organized data for ITR filing, business audits, or reimbursement claims.
Absolutely. You can generate reports for custom periods — daily, weekly, monthly, quarterly, yearly, or any custom date range you select.
You have full flexibility. Generate reports for a single account (e.g., Business Account) or combine data from all accounts for a complete financial overview.
The app supports high-quality PDF exports (great for printing/sharing) and Excel (CSV-compatible) exports, allowing easy editing or further analysis in spreadsheet software.
These reports make it easy to track profit & loss, monitor cash flow, prepare for GST or income tax, and maintain proper financial records required for business compliance and loans.
Back Up & Restore
The app allows you to securely back up all your financial data including transactions, accounts, categories, and settings to Google Drive (Android) or iCloud (iOS). You can choose manual or automatic backup schedules for complete peace of mind.
Yes. Backups are fully encrypted before leaving your device. It goes directly to your personal Google Drive or iCloud account, keeping you in complete control.
Restoring is simple. Install the Expense Manager App on your new device, sign in to the same Google or iCloud account, and tap “Restore”. Your complete financial history will be recovered within minutes.
Yes. You can enable automatic backups at daily, weekly, or monthly intervals. The app will back up your data whenever you open it or at scheduled times when connected to the internet.
Backups include all transactions, accounts with balances, custom categories & subcategories, payment modes, and notes — ensuring a complete restore.
Currently, the app performs a full backup and restore. However, you can selectively delete old backups from your Google Drive or iCloud if needed.
All your data remains safe in the cloud backup. After reinstalling, simply restore from your latest backup and continue tracking without losing any history.
Backups are highly optimized and usually take very little space (a few KB to a few MB even with years of transactions), making them lightweight and fast to upload/download.
Absolutely. You can decide whether the data leaves your device or not. You are always in full control of your private financial data.
Your Financial Data Stays Safe
The app is built with a privacy-first approach. We do not sell, share, or access your personal financial information at any time.
Yes, we store this data on our servers for easy restoring on a new device. But you can always opt out from this. Expense Manager is designed so that your financial records never leave your device unless you manually choose to back them up to your personal Google Drive or iCloud account or allow us to store on the servers. Complete data ownership remains with you.
We follow a strict “Privacy by Default” policy. No account login is required to use core features, no unnecessary permissions are asked, and no analytics tracking is done on your personal transaction data.
Absolutely not. Your data stays fully under your control. Even if you use cloud backup or server backups, the data is stored in a secured way. And we do not share this data with any third-party.
Backups are encrypted on your device before being uploaded. Only you can decrypt and restore them using your personal cloud account credentials. We never have access to your backup files.
Your data remains safely stored on your device and in cloud backup (if enabled). You can restore it anytime in the future or export it as a secure file.
No. We do not track, analyze, or monetize your spending habits. The app can work completely offline and it focuses solely on helping you manage your own money privately.
Yes. Because data is stored locally, we recommend enabling device-level security (biometric lock, PIN) for extra protection.
Yes. The app is designed to meet high privacy standards including GDPR principles and India’s DPDP Act, giving users full control and transparency over their financial data.
You can permanently delete all data by sending an inquiry to us. We will then perform all the necessary steps to delete your data from our servers completely.
Payment Modes
The app supports all major payment methods including Cash, UPI, Credit Card, Debit Card, Bank Transfer, Digital Wallets (like Paytm, PhonePe, Google Pay), Net Banking, and Cheque. You can also create custom payment modes.
Tracking by payment mode helps you understand your spending habits better — for example, how much you spend using Credit Cards (and interest) versus UPI or Cash. This insight leads to smarter financial decisions and better control over your spending tracker.
Yes. You can easily add custom payment modes such as "Amazon Pay", "Credit Card EMI", "Company Reimbursement", or any other method you use regularly.
Yes. You can view detailed reports and charts filtered by payment mode to see exactly how much you spent through Credit Cards, UPI, Cash, etc., over any time period.
By clearly showing your credit card spending separately, the app helps you monitor outstanding balances, avoid unnecessary interest, and make timely payments — a key benefit of a good money management app.
Yes. You can set your most frequently used payment mode as default, which speeds up daily transaction entry significantly.
Absolutely. You can filter the entire transaction list to show only Credit Card transactions, only UPI payments, only Cash expenses, or any combination you need.
Yes. Payment modes are available globally across all accounts, but you can also see payment mode usage specifically for each individual account in your multi account expense tracker.
Settings
You can customize currency, app theme (Light/Dark), language, notification preferences, security settings, and display options to make the app feel truly yours.
Go to Settings → Currency. You can select your primary currency (₹, $, €, etc.). The app will automatically display all amounts and reports in your chosen currency.
Yes. The app supports beautiful Light and Dark themes. You can choose manually or set it to follow your device's system theme for comfortable viewing day or night.
You can enable app lock using biometric authentication (fingerprint/face ID), set a PIN, or use pattern lock. This adds an extra layer of protection to your sensitive financial data.