Manual Instructions

Updated

QuickBooks-inspired guide to common tasks in Budget Super Tracker.

Go to Manage Open Payment Log

Add Expense and Subscriptions

Log one-time expenses and pick from a rich subscription catalog.

  • On Manage, use Add Expense to log a one‑time expense.
  • Click the small blue list button next to Add Expense to open the Subscription Picker.
  • Select a provider, set price if needed, and add it as an expense.
  • Amounts now show a visible $ prefix next to the input for clarity.

Manage Filters

Quickly focus your table on subscriptions or categories.

  • Use the new Subscriptions item in the left sidebar to show only subscription rows (e.g., Netflix, Spotify).
  • Subscriptions are auto‑classified from provider catalogs; badges appear in the description cell.
  • Switch back to All Transactions to view everything.

Due Soon Banner

Stay informed two days before a bill’s due date.

  • A red banner appears under the header when bills are due soon.
  • Use the x to dismiss it for the day; it will reappear the next day if still relevant.

Payment Log

Search, export, and manage your logged bill payments.

  • Go to Payment Log to view logged bill payments.
  • Use the search box with filters like over 100, under 50, or text matches.
  • Click Export to Excel (CSV) to download the current view.
  • Use Clear Log to delete the currently visible items. You’ll be asked to confirm.

Bills Due & Log Payment

Record payments directly from the upcoming bills list.

  • On Manage, open Bills Due to see upcoming items.
  • Click Log Payment to record a payment directly into the log.

Login and Security

Access control and 2FA for secure operations.

  • Login to enable saving transactions and clearing items server‑side.
  • Two‑factor authentication may be required if enabled on your account.

Tips

Helpful filters and matching for smoother workflows.

  • Use Bills only toggle in Payment Log to focus on recurring bills.
  • Subscription name mapping (e.g., Metro by T‑Mobile → Metro PCS) helps match providers.
  • In Manage, type and category badges help prevent mistakes when logging transactions.
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