Personal Transactions

Track your income and expenses to maintain a clear picture of your finances.

← Back to Personal Finance

Adding a Transaction

To add a new transaction:

  1. Navigate to your Personal Dashboard or Transactions page
  2. Click the "+ Add Transaction" button
  3. Select the transaction type (Income or Expense)
  4. Enter the amount
  5. Choose a category
  6. Add an optional description
  7. Select the date
  8. Click "Add" to save

Transaction Types

Income

Money you receive, such as salary, freelance work, gifts, or investment returns.

Expense

Money you spend on necessities, needs, emergencies, or other categories.

Categories

Transactions are categorized to help you understand your spending habits:

Necessities

Essential expenses like rent, utilities, groceries

Debt Payments

Loan repayments, credit card payments

Needs

Non-essential but important purchases

Emergencies

Unexpected expenses, medical costs

Income

Salary, bonuses, side income

Other

Miscellaneous transactions

Viewing Transactions

The Transactions page shows:

  • Current Balance: Your total balance (income minus expenses)
  • Total Income: Sum of all income transactions
  • Total Expenses: Sum of all expense transactions
  • Spending by Category: Breakdown of expenses by category
  • Recent Transactions: List of your latest transactions

Filtering

Use the category filter dropdown to view transactions for a specific category. Select "All Categories" to see all transactions.

Argent Finance is a product by Ubunifu Labs