Master Your Finances with Traxos
A simple, step-by-step guide to getting the most out of your personal finance tracker.
Dashboard
Your financial command center. The Dashboard aggregates all your data to give you a real-time health check. View your total current balance, analyze monthly spending trends, and spot recent activity immediately upon logging in.
Transactions
Precision is key. Log every expense and income source with ease. Assign specific categories (like Food, Rent, or Salary) and add notes. Consistent logging allows the system to generate accurate reports on where your money is actually going.
Saving Goals
Turn dreams into reality. Whether it's a new laptop, a vacation, or an emergency fund, create specific goals with target amounts. Traxos visualizes your progress bars, motivating you to contribute regularly until you reach 100%.
Debts & Credits
Stop awkward money conversations. Keep a precise ledger of who owes you (Credits) and who you owe (Debts). You can manage multiple people, record partial payments, and settle up cleanly without relying on memory.
AI Assistant
Your personal financial analyst. Stuck on how to budget? Wondering how much you spent on coffee last month? Just ask the AI in plain English. It analyzes your unique data to provide personalized insights and actionable advice.
Do's
- Log transactions daily for accuracy.
- Set realistic saving goals.
- Use categories consistently.
- Check your dashboard weekly.
- Settle debts promptly.
Don'ts
- Share your password with anyone.
- Ignore small expenses; they add up!
- Set goals you can't reach.
- Forget to update debt payments.
- Mix business and personal expenses.
Frequently Asked Questions
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