Dashboard is the home screen of Money360. It highlights current month’s incomes, expenses and balance. It also shows current balance of cash, bank accounts and credit cards. If you have entered any transactions today, you can see those as well. Apart from this, you can perform following activities from here:
1. Add a new income/expense/transfer transaction (+ icon on the top).
2. Add a new account (+ icon on the top).
3. Check alerts/notifications ( icon on the top).
4. Navigate entire app through navigation drawer (≡ icon on the top left).
5. Go to Settings, Help and App Rating screens (⁞ icon on the top right).
In Money360, everything is Account, whether it is Cash, Bank, any expense category (Grocery etc.) or any person (Creditors/Debtors). We have already provided most of the accounts you will need, but you can easily add an account which is not available.
To add a new Account, select + icon on the top of the Dashboard screen and select Account option. Enter account Name. Select account Type. Be careful to select the correct account type. The type could be Income (e.g. Salary), Expense (e.g. Grocery), Asset (e.g. Bank) or Liability (e.g. Loan). Select the Parent Account. Check all the Parent Accounts and select the most suitable one for your new account. Finally you can provide an Initial Balance for your new account, if any (e.g. current Cash/Bank balance).
You can manage existing accounts (view/edit/delete) from the accounts list screen. Select Accounts option from the navigation drawer (≡ icon on the top left). You will see a list of accounts by account type. You can Edit or Delete a particular account from here.
Money360 supports three types of transactions.
1. Income – Salary, Bank interest, Bonus etc.
2. Expense – Grocery, Rent, Fuel etc.
3. Transfer – ATM withdrawal, money deposited/transferred in bank.
To add a new transaction, select + icon on the top ofthe Dashboard screen and select Income/Expense/Transfer option.Select the Source and Destination accounts from the list based on the transaction type (Income/Expense/Transfer). Select the transaction Date. Enter transaction Amount and provide some Description, if any. You can also attach a photo to a transaction by selecting attachment icon on the top right.
You can manage existing transactions (view/edit/copy/delete) from the transaction list screen. Select Transactions option from the navigation drawer (≡ icon on the top left). You will see a list of transactions. You can Edit, Copy or Delete a particular transaction from here. You can also view the transactions for a particular Day/Week/Month/Year by selecting appropriate option from the top. Use ← and → to view the transactions of previous or next Day/Week/Month/Year.
You will receive important alerts and notifications about Budget, Reminders etc. which will need your attention or action. You can view the pending alerts by selecting icon on the top of the Dashboard screen. Once you view these alerts, they will be automatically dismissed.
There are many useful reports which will give you insightful trend analysis of your finances. Select Reports option from the navigation drawer (≡ icon on the top left) to go to the Reports screen. Select a report from the list. Each report shows the data in plain REPORT, BAR CHART and LINE CHART formats. You can change the report period from the top. Tap on a report list item to see more details. Each list item drills down to the transaction level.
You can create budgets to track and control your expenses. Select Budget option from the navigation drawer (≡ icon on the top left) to go to the Budget screen. Tap on the + icon on the top right to create a new budget. You can create Monthly, Quarterly or Yearly budget for any given account. Once created, budgets will show up on the Budget screen. It will give you the current status of the budget in terms of the expenses incurred so far for that particular account. You can see the list of transactions against that budget. You can also Edit or Delete a budget.
You can open transactions of a particular day by locating it on the calendar. Select Calendar option from the navigation drawer (≡ icon on the top left) to go to the Calendar screen. Green circle on a date indicates income transaction created on that date. Red circle on a date indicates expense transaction created on that date. Select a date to see the list of transactions created on that day.
If you want to set a reminder to add a transaction in future or set a recurring transaction or just want to set a reminder without any transaction, you can use this feature. Select Reminder option from the navigation drawer (≡ icon on the top left) to go to the Reminder screen. Tap on the + icon on the top right to create a new reminder. Provide the required details to create the reminder. Once created, reminders will show up on the Reminder screen. It will show the alerts and notifications generated so far for that particular reminder. You can mark them as paid ( icon) or add a transaction (+ icon). You can also Edit or Delete a reminder.
You can keep your data safe in various ways - create encrypted backup file and store in the phone memory, export data in Excel, email the data or store it on cloud storage like Google Drive or Dropbox. You can restore all your data in case your phone has been erased, damaged, stolen or you change the phone.
Select ⁞ icon on the top right corner of Dashboard screen to go to the Settings screen. There are many useful options in Settings. You can set a password for the app so that no one can open it except you. You can also change calendar settings, set daily reminder to enter transactions, set App password and more.
Select ⁞ icon on the top right corner of Dashboard screen to go to the Help screen. There are many ways to get help in case you have any question.
1. App overview –It gives description of key features with screenshots for easy understanding. 2. FAQ – It provides answers of commonly asked questions. 3. Tips – It gives useful tips on how to use Money360 to get the most out of it. 4. Contact – You can contact Money360 support team if you have any query, suggestion or feedback.
Yes. Money360 supports English and other regional languages. It will ask you to select your language after installation. You can change the language anytime from Settings screen.
Certain features in the app are premium ones and requires you to make a nominal one-time payment. However, you can continue using these features for an initial 30 days after installation, so that you get a fair idea of its usefulness.
You can view month-wise (or quarterly/yearly) trend analysis in Reports, which will show you where you are spending more, where you can cut down and save money. Very soon you will come to know where exactly your money is going and how you can stop the leakage.
Money360 is an offline app and you don’t require Internet to use it. The only time you need Internet is when you want to make a payment for in-app purchases or you want to rate the app on Play Store.
There are three ways you can safeguard your data.
1. Set App password in the Settings screen so that no one other than you can open the app.
2. Set automatic daily backup option in the Settings screen so that you don’t lose your data.
3. Keep the backup file online (Email/Google Drive/Dropbox) using Share Backup option in the Settings screen. You can always restore from that in case you reset your phone or you change your phone or you lose your phone.