Dashboard

ℹ️ How to Use HomeBudget

HomeBudget helps you monitor your daily household money, income, expenses, accounts, budgets, and savings goals.

➕ Adding Transactions

• Click Add Transaction at the top of the page.
• Select whether it is an Income, Expense, or Transfer.
• Select the date, account, category, amount, and optional notes.
• Click Save Transaction.
• The Dashboard and account balances update automatically.

💰 Income

Use Income for money entering your household. Examples include:

• Salary
• Allowance
• Freelance income
• Business income
• Other money received

💸 Expenses

Use Expenses for money leaving your household. Examples include:

• Groceries
• Electricity
• Water
• Internet
• Transportation
• Rent
• Entertainment

↔️ Transfers

Transfers move money between your own accounts. For example:

• Cash Wallet → Bank Account
• Bank Account → Savings
• E-wallet → Cash

Transfers do not count as household income or expenses. They only move your money between accounts.

🏦 Accounts

You can create separate accounts to track where your money is stored. Examples include:

• Cash
• Bank Account
• E-wallet
• Savings
• Credit Card

Your account balance is calculated automatically from your opening balance and transactions.

📊 Track Budget

Set a monthly budget for categories such as Groceries, Utilities, Transportation, or Food.

The tracker compares your spending against your budget and shows:

• Amount spent
• Budget amount
• Remaining amount
• Over-budget warning

🎯 Financial Goals

Create goals for things you want to save for. Examples:

• Emergency Fund
• Vacation
• Home Improvement
• New Appliance

Add money to your goal manually to monitor your progress.

📅 Upcoming Income and Expenses

Use Upcoming Income and Upcoming Expenses to prepare for future money activity.

Examples include:

• Upcoming salary
• Electric bill
• Water bill
• Internet bill
• Rent payment

🔄 Recurring Transactions

Use recurring transactions for regular payments or income such as:

• Monthly salary
• Rent
• Internet
• Subscriptions
• Insurance

You can set the frequency as Daily, Weekly, Monthly, or Yearly.

📈 Dashboard Period Filter

At the top of the Dashboard, you can select a period to review your financial activity.

• This Month — current month's activity.
• Last Month — previous month's activity.
• YTD — Year To Date, from January 1 until today.
• 12 Months — the previous 12 months of activity.

The Dashboard automatically updates the income, expenses, net amount, chart, recent transactions, and spending overview for the selected period.

💾 How Your Data Is Saved

Your data normally remains available after refreshing or closing the browser, as long as you use the same browser and device.

⚠️ Important Data Warning

Because the current version uses browser LocalStorage, your data may be lost if you:

• Clear browser data or site data.
• Use browser cleanup software.
• Change or reset your browser profile.
• Use a different browser.
• Use a different computer or device.

Your data is currently stored locally and is not automatically synced to a cloud server.

⬇️ Backup Your Data

Go to Settings → Data Backup and click Export Backup.

A file named homebudget-backup.json will be downloaded. Keep this file in a safe location such as:

• Your computer
• USB drive
• Google Drive
• Other cloud storage

It is recommended to create backups regularly.

⬆️ Restore / Import a Backup

If you previously exported your HomeBudget data, you can restore it using the downloaded JSON backup file.

• Go to Settings → Data Backup.
• Click Import Backup.
• Select your homebudget-backup.json file.
• HomeBudget will check that the file is a valid HomeBudget backup.
• Confirm the import when prompted.
• Your accounts, transactions, budgets, goals, categories, tags, upcoming items, recurring transactions, and settings will be restored.