Features
Docomentation

Income

Add New Income

Income Transaction allow you to record new income. To create new income navigate to Transaction Menu on the top left.

  • Name – Give name of your income
  • Amount – enter the total incomeTea
  • Reference – if you have reference, enter
  • Income Date – choose the date income
  • Account – choose your income account
  • Category – choose your income category
  • Sub Category – choose your income sub category
  • Note – Give short note about incomer
  • Attach Receipt – upload the image/pdf receipt

Income List

Income list use to see all income record, if you want to see income list navigate to Income on top left screen.

  • Add Income – Will navigate to Transaction to record new income
  • Copy – Will copy list of income
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser
  • Edit – To Edit income record
  • Delete – Delete income record

Income Category & Sub Category

Set your income category and sub category, navigate to left of screen, category -> income category

  • Add New Category – Will record new category
  • Copy – Will copy list of category
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser
  • Edit – To Edit category record
  • Delete – Delete category record

Sub Category

  • Add New Sub Category – Will record new sub category
  • Copy – Will copy list of sub category
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser
  • Edit – To Edit sub category record
  • Delete – Delete sub category record

Import Income

If you want to multiple insert data to money pro, you can use excel file to import the transaction, you can use import from income menu.

Go to Income menu -> import CSV

Will show the popup for import CSV, download csv template, what do you need is to fill in the format after you download..

In Excel file you will find column name “subcategoryid” -> you can get the id from subcategory module. Also you will find column name “accountid” -> you can get the id from account module

After you fill in the excel, please do upload the CSV file template. The transaction will automatically show the data in income module..

Expense

Add New Expense

Income Transaction allow you to record new expense. To create new expense navigate to Transaction Menu on the top left.

  • Name – Give name of your expense
  • Amount – enter the total expense
  • Reference – if you have reference, enter
  • Expense Date – choose the date expense
  • Account – choose your expense account
  • Category – choose your expense category
  • Sub Category – choose your expense sub category
  • Note – Give short note about expense
  • Attach Receipt – upload the image/pdf receipt

Expense List

Expense list use to see all expense record, if you want to see expense list navigate to Expense on top left screen.

  • Add Expense – Will navigate to Transaction to record new expense
  • Copy – Will copy list of expense
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser
  • Edit – To Edit expense record
  • Delete – Delete expense record

Expense Category & Sub Category

Set your expense category and sub category, navigate to left of screen, category -> expense category

  • Add New Category – Will record new category
  • Copy – Will copy list of category
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser
  • Edit – To Edit category record
  • Delete – Delete category record

Import Expense

If you want to multiple insert data to money pro, you can use excel file to import the transaction, you can use import from expense menu.

Go to Expense menu -> import CSV

Will show the popup for import CSV, download csv template, what do you need is to fill in the format after you download..

In Excel file you will find column name “subcategoryid” -> you can get the id from subcategory module. Also you will find column name “accountid” -> you can get the id from account module

After you fill in the excel, please do upload the CSV file template. The transaction will automatically show the data in expense module..

Set Goals

Add New Goal

Set your goal or dream to achive with set goal, navigate to left screen click Set Goals

  • Goal Name – Set your goal name to achive
  • Opening Balance – If you have balance, enter here
  • Target Balance – Set your target balance to achive
  • Target Date – Set what time to completed the goal

Goals List

Set your goal or dream to achieve with set goal, navigate to left screen click Set Goals

  • Add New Goal – Will record new goal
  • Copy – Will copy list of goal
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser
  • Edit – To Edit account record
  • Delete – Delete account record
  • Deposit – To fill the target amount, will increase the amount.

Budget

Budget List

Create custom budgets to always know how much money you still have available. It’s possible to select more than one category for each budget.

  • Add New Budget – Will record new budget
  • Copy – Will copy list of budget
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser
  • Edit – To Edit budget record
  • Delete – Delete budget record

Budget Remaining

  • Planned – Total amount have entered, in add new budget
  • Actual – Actual total amount has been spend in category

Add New Budget

Create custom budgets to always know how much money you still have available. It’s possible to select more than one category for each budget.

  • Month – Choose month for budget
  • Year – Choose year for budget
  • Budget Category – Choose Budget Category
  • Budget Sub Category – Choose Budget Sub Category
  • Amount – Set amount budget

Reports

Income Reports

Income Reports use to track your income from, filter by category and subcategory also date, to see the income reports navigate to left screen, click Reports – Income Reports

  • Category – Choose category to filter by category
  • Sub category – Choose category to filter by sub category
  • From Date – Choose From date
  • To Date – Choose to date

Expense Reports

Expense Reports use to track your Expense Expense from, filter by category and subcategory also date, to see the income reports navigate to left screen, click Reports – Expense Reports

  • Category – Choose category to filter by category
  • Sub category – Choose category to filter by sub category
  • From Date – Choose From date
  • To Date – Choose to date

Income VS Expense Reports

Income Vs Expense Reports use to compare between your total income with your total expense, navigate to Reports menu in left of screen then click Income Vs Expense Reports

Income Monthly Reports

Income monthly report use to track your income by month, calculate total income from month to month with subtotal your income, navigate to reports menu then click income monthly reports to track your income by month and category.

  • Copy – Will copy list of income monthly
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser

Expense Monthly Reports

Expense monthly report use to track your expense by month, calculate total expense from month to month with subtotal your expense , navigate to reports menu then click expense monthly reports to track your expense by month and category.

  • Copy – Will copy list of expense monthly
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser

Account Transaction Reports

Account Transaction reports use to track your account cashflow, total income/expense date by date filter by category and date. Navigate to reports menu in left screen then click Account transaction reports.

  • Copy – Will copy list of account transaction monthly
  • CSV – Export file with format CSV
  • PDF – Export file with format PDF
  • Print – Direct print from browser