Screen shots

UBudget is a personal finance manager application that helps you keep track of your income and expenses in an easy and flexible way with an intuitive interface.

Introduction

UBudget is a useful manager for your personal finances that allows you to store the transaction information in a secure database. UBudget app is able to store transactions for different accounts and categories and to export the data to CSV files.

Login to UBudget

You can log into UBudget application with the default password “pwd”.

Changing Password

  1. Click on Settings button in the top right corner of the application.
  2. Change the password and confirm the same.
  3. Enter the secret answer. This can be used to retrieve your password if forgotten.

Retrieving password

  1. Click the lock button in the login screen. Please enter recovery key in password textbox message appears.
  2. Enter the secret answer in the password text box.
  3. Click the lock button. Your password will be displayed in a pop-up message.

Creating Accounts

  1. Click the Add New Account button as shown in figure.
  2. Enter the name of account in the Title field.
  3. Enter the description of account (if any) in the Note field.
  4. Click Save. Item has been created successfully message appears.
  5. Click Close.

Changing the Icon of an Account

  1. Select the account for which you wish to change the icon.
  2. Click on the edit button.
  3. Click on the icon of the account. A list of icons appears on the right side.
  4. Select the desired icon from the list.
  5. Click Save.
  6. Click Close.

Creating Category

  1. Click on the account in which you want to create a new category.
  2. Click New Category button.
  3. Enter the name of category in the Title field.
  4. Enter the description of category (if any) in the Note field.
  5. Click Save. Item has been created successfully message appears.
  6. Click Close.

Changing the Icon of an Category

  1. Select the category for which you wish to change the icon.
  2. Click on the edit button.
  3. Click on the icon of the category. A list of icons appears on the right side.
  4. Select the desired icon from the list.
  5. Click Save.
  6. Click Close.

Adding New Transaction

  1. Click on the New Transaction button.
  2. Enter the name of transaction in the Title field.
  3. Enter the amount in the Amount field.
  4. Enter the date of transaction in the Date field. By default, it shows the current date.
  5. Select the transaction type as Expense or Income. By default, Expense type is selected.
  6. Enter the description of transaction (if any) in the Note field.
  7. Click Save. Item has been created successfully message appears.
  8. Click Close.

Viewing Past Month Transactions

The application allows you to view the past transactions. Follow the steps in the below procedure to view the past transactions.

  1. Select the Month and Year from the drop-down box at the top-right corner of the application.
  2. Click on Refresh Button. A list of accounts with the selected month transaction information will be displayed.
  3. Click on the account to view the selected month transaction information.

Account Information Charts

Click on an Account Name to view the account information charts.

Typically, three charts will be displayed. The first chart shows the expense (red colour), income (green colour), and balance (orange) information. The second chart shows the expense information of each category in different colours. The third chart shows the income information of each category in different colours.

You can hover the mouse over each chart to view total value and the percentage of each item.

Adding Recurrent Transaction

  1. Click on the Recurrent button in the top-right corner of the application screen.
  2. Click on Add New Recurrent button (Plus button).
  3. Select the account for which you wish to create the recurrent transaction from the drop-down box.
  4. Enter the name of transaction in the Title field.
  5. Enter the description of transaction (if any) in the Description field.
  6. Select the transaction recurrence as Daily, Monthly, or Yearly from the Every drop-down box.
  7. If you selected Monthly, then enter the Date in On field. If you selected Yearly, then enter the month and date in the On field.
  8. Select the Category for which this recurrent transaction has to be applied, from the drop-down box.
  9. Enter the amount in the Amount field.
  10. Select the transaction type as Expense or Income. By default, Expense type is selected.
  11. By default, the IsActive box is checked. However, you can uncheck the IsActive box to deactivate the recurrent transaction.
  12. Click Save. Item has been saved successfully message appears.
  13. Note: All the monthly recurrent transactions will be shown in GREEN colour. All other recurrent transaction will be shown in RED colour.

Generating Reports

  1. Click on the Reports button in the top-right corner of the application screen.
  2. Select the account for which you wish to generate the report from the drop-down box.
  3. Enter the required dates for which you want the report.
  4. Click on the Export to CSV button.
  5. Select the location in which you wish to save the report.
  6. Enter or modify the name of report in the text field.
  7. Click on the Export button. Data has been exported successfully message appears.

Restoring and Backing up Data

Restoring Data

  1. Click on the Settings button in the top-right corner of the application screen. A window appears.
  2. To restore the application data to any of the previously stored database, Click left-arrow button.
  3. Browse and select the preferred data file (.udb) and click on Restore Button. UBudget Data file restore process successfully completed message appears.

Backing up Data

  1. Click on the Settings button in the top-right corner of the application screen. A window appears.
  2. To back up the data, Click on the right-arrow button.
  3. Select the location in which you wish to save the data.
  4. Enter or modify the name of backup data file in the text field.
  5. Click on the Backup button. UBudget Data file backup process successfully completed message appears.
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