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Getting Started

Follow these steps to set up SpendWise and start managing your money with clarity.

1

Add Your Income

Enter your monthly income so SpendWise can calculate your available funds. You can update or edit your income at any time.

2

Create Your Budgets

Set up budgets for groceries, bills, transportation, entertainment, savings, and more.

3

Log Your Spending

Add transactions as you go to track your spending. You can edit or delete any transaction from the Transactions tab.

Note: The “Add Transaction” tab is grayed out until you create at least one budget.

4

Track Your Progress

See real‑time insights like category totals, remaining budgets, and your available balance. Your Monthly Budget and saved Category Budgets appear in the Budget Summary at the bottom of the Dashboard. The Monthly Budget lets you track how much you’ve spent and how much remains, while Category Budgets can be edited or deleted using the three‑dot menu (⋮) next to each one.

5

Start Fresh Each Month

SpendWise resets your spending at the start of each month while keeping your budgets intact.

Dashboard

Welcome to SpendWise

Your space for organizing income, expenses, and budgets with clarity. Start by creating your budgets, then add your transactions as you go.
Your dashboard updates automatically each month to help you stay organized, understand your spending habits, and stay in control of your money.

Need help getting started? Click below for more info. Otherwise, head to the Create Budget tab to begin.

Income

$0

Edit income

Expenses

$0

Available Funds

$0

This chart shows your total income versus expenses for a quick financial overview.
View full insights →

Budget Summary

No budgets set.

Create Budget

Monthly Budget

Category Budgets

Enter one or more category budgets in this format:
Category: Amount

Saved Budgets

No budgets set.

Transactions

Add Transaction

Insights

Overview
Monthly
Trends
Budgets

Settings

Account
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Account Info

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