How to Use PersonalAccount
Step-by-step guide to manage your personal finances effectively
Getting Started
1. Create Your Account
Sign up for a free trial or choose a subscription plan that fits your needs.
2. Set Up Your Organization
Create your organization profile and customize your financial categories.
3. Add Your Accounts
Add your bank accounts, credit cards, and other financial accounts.
4. Start Tracking
Begin recording your income and expenses to get financial insights.
Account Management
Adding Accounts
- Go to Accounts section
- Click Add Account
- Choose account type (Bank, Credit Card, Cash, etc.)
- Enter account details and initial balance
Account Types
- Bank Account: Current, Savings accounts
- Credit Card: Credit card accounts
- Cash: Physical cash
- Investment: Investment accounts
- Loan: Loan accounts
- Other: Other financial accounts
Transaction Management
Recording Income
- Go to Income section
- Click Add Income
- Select account, enter amount and description
- Choose appropriate category
Recording Expenses
- Go to Expense section
- Click Add Expense
- Select account, enter amount and description
- Choose appropriate category
Best Practices
- Record transactions regularly
- Use clear, descriptive transaction descriptions
- Categorize transactions properly
- Review and reconcile accounts monthly
Reports & Analytics
Available Reports
- Account Summary: View balance and transactions by account
- Monthly Summary: Monthly income vs expenses
- Yearly Summary: Annual financial overview
- Income Reports: Track all income sources
- Expense Reports: Monitor spending patterns
- Balance Trends: See how your wealth grows over time
Using Charts
- View pie charts for expense categorization
- Use bar charts to compare monthly performance
- Track trends with line charts
Quick Help
Need Help?
Contact our support team for assistance:
- support@personalaccount.com
- +880 123 456 789
Tips & Tricks
- Set up monthly budgets for better control
- Use categories consistently
- Review reports weekly
- Keep receipts for major expenses
- Plan for irregular expenses
Pro Features
Upgrade to unlock advanced features:
- Advanced analytics
- Custom reports
- API access
- Multi-user support
- Data export options