Help Center

To add a new transaction:

1. Navigate to the Dashboard or Transactions page
2. Fill in the transaction form with description, amount, date, and type (income/expense)
3. Click "Add Transaction"

Your balance will update automatically, and the transaction will appear in your list.

Cash Flow Tracker stores all your data locally in your browser's storage. This means:

• Your data never leaves your device unless you explicitly export it
• Your information remains private and secure
• If you clear your browser data, your transactions will be deleted

We recommend regularly exporting your data as a backup.

You can filter transactions in several ways:

• By type: Use the "All", "Income", and "Expenses" buttons above your transaction list
• By date: Transactions are automatically sorted by date (newest first)
• By description: Use the search function (coming in a future update)

To export your transaction history as a PDF:

1. Navigate to the Dashboard or Reports page
2. Scroll to the bottom and click the "Download PDF" button
3. Your browser will download a PDF file containing all your transactions

The PDF includes your current balance, total income, total expenses, and a detailed transaction list.