How to Import Transactions into Money Tracker
Money Tracker lets you import transactions from files such as CSV or Excel (XLSX). You can import files exported from Money Tracker itself, bank statements, or your own spreadsheet records. This guide will walk you through the process step by step. Step 1: Open Import & Choose File Step 3: Assign Data Types to Columns […]
How to Export Transaction
Exporting your transactions helps you review, share, or back up your financial data. You can export your records as CSV, XLSX, or PDF in just a few steps. Step 1: Open the menu Step 2: Choose what to export You can customize your export by selecting:• Wallet – Export from a specific wallet or all […]
How to Transfer Between Wallets
Transferring between wallets lets you move money from one wallet to another, such as from Cash to Savings.This is useful for tracking internal money movement without affecting income or expense totals. Steps to Transfer Between Wallets 1. Open the Transfer Tool 2. Choose Wallet 3. Enter Transfer Details How transfer Appear in Transaction • Transfers […]
Add Edit or Delete a Transaction
You can easily update or remove a transaction in Money Tracker if you make a mistake or need to change details. This guide shows you both ways to edit and delete a transaction. How to Edit a Transaction Editing a transaction allows you to update information such as amount, category, date, or notes. Steps to […]