Help / Guide

📖 Hisab – Family Expense Manager

A complete guide to managing your family finances.

🚀 Getting Started 📊 Dashboard 💰 Income 💸 Expenses 📋 Reports 👥 Members 👤 Profile 🔔 Notifications

🚀 Getting Started

1 Login to Your Account

Visit the Login Page and enter your username and password. If you don’t have an account, click “Sign Up” to create one.

2 Explore the Dashboard

After logging in, you’ll be taken to your Dashboard. This is your financial command center.

3 Start Tracking Your Finances

Add your first expense or income using the quick action buttons on the Dashboard.

📊 Dashboard

The Dashboard is your financial command center. Here’s what you’ll see:

💰 Stats Cards

  • Total Income: All-time total income
  • Total Spent: All-time total expenses
  • Total Saved: Income minus Expenses

📈 Financial Health Meter

  • Excellent – You’re saving more than 70%
  • Good – You’re saving 50-70%
  • Moderate – You’re saving 30-50%
  • Needs Attention – You’re saving less than 30%
  • Debt Alert – Spending more than income

📊 Charts

  • Pie Chart: Shows your expenses by category
  • Bar Chart: Compares income vs expenses by month
  • Line Chart: Shows your savings progress over time

📋 Recent Expenses

Your 5 most recent expenses are displayed at the bottom of the Dashboard for quick reference.

💰 Income

📆 Income Dashboard

  • Current Month: Income earned this month
  • Previous Month: Income earned last month
  • Total Income: All-time total income

➕ Add Income

  1. Go to Income → Add Income
  2. Enter the Amount
  3. Select the Income Type (Personal, Dependent, Other)
  4. Enter the Source (e.g., Salary, Business, Freelance)
  5. Add a Description (optional)
  6. Select the Date
  7. Click “Add Income”
💡 Tip: Use the “Quick Pick” dropdown to quickly select common sources like Salary, Freelance, or Family members.

💸 Expenses

📆 Expenses Dashboard

  • Current Month: Expenses this month
  • Previous Month: Expenses last month
  • Total Expenses: All-time total expenses
  • Average Monthly: Your average monthly spending

➕ Add Expense

  1. Go to Expenses → Add Expense
  2. Enter the Amount
  3. Select the Category (Food, Rent, Utilities, etc.)
  4. Add a Description (optional)
  5. Select the Payment Method (Cash, Card, UPI, etc.)
  6. Select the Date
  7. Click “Add Expense”
💡 Tip: Always confirm your expense details before submitting. A confirmation popup will show your entries for verification.

📋 Reports

📊 Financial Summary Report

  • Summary Cards: Total Income, Expenses, Savings, and Transactions
  • Pie Charts: Visual breakdown of income, expenses, and savings
  • Bar Chart: Income vs Expenses for the last 6 months

📊 Income Report

  • Filters: Filter by date range, month, income type, source, or member
  • Export CSV: Download your income data as a CSV file
  • Pagination: View 10 entries per page

📊 Expenses Report

  • Filters: Filter by date range, category, payment method, or member
  • Export CSV: Download your expense data as a CSV file
  • Pagination: View 10 entries per page

👥 Members

📊 Members Dashboard

View all family members with their financial stats:

  • Total Income
  • Total Expenses
  • Savings
  • Monthly Limit
  • Status (OK, Over, Exceeded)

⚙️ Manage Member

  1. Click “Manage” next to a member
  2. View their financial summary
  3. Set a Monthly Limit
  4. Send a Custom Message
  5. Send a Pre-set Message (5 templates available)
  6. View their Recent Transactions
👑 Admin Only: Member management features are only available to administrators.

👤 Profile

Update your personal information:

  • Display Name: Change how your name appears
  • Email Address: Update your email
  • Monthly Income: Set your monthly income
  • Currency Symbol: Choose ₹, $, €, or any other symbol
  • Profile Picture: Upload an avatar
💡 Tip: Your currency symbol will be used across all pages to display amounts in your preferred format.

🔔 Notifications

Manage your notification preferences:

  • High Spending Alert: Get notified when you exceed your spending threshold
  • Weekly Summary: Receive a weekly summary of your finances
  • Budget Reminder: Get reminded about your monthly budget goals
  • Spending Threshold: Set the percentage at which you want to be alerted
💡 Tip: Notifications appear in the Alerts section. Check them regularly to stay on track with your financial goals.

❓ Frequently Asked Questions

How do I add a new family member?

Go to Members → Add Member (Admin only). Select the user from the dropdown and set their monthly income.

Can I change the currency symbol?

Yes! Go to Profile and update the “Currency Symbol” field.

How do I export my data?

Go to Income Report or Expenses Report and click the “Export to CSV” button.

What does the Financial Health Score mean?

It shows the percentage of your income that you’re saving. The higher the score, the better your financial health.

Can I edit an expense after adding it?

Currently, expenses cannot be edited after submission. Please double-check your entries before confirming.

What happens if I exceed my monthly limit?

You’ll receive a notification alerting you that you’ve exceeded your limit. Admin will also be notified.

🆘 Getting Help

  • 📧 Email: jonme350@gmail.com
  • 📱 Phone: +86 15900727350
  • 📍 Address: Pakuria, Manda, Naogaon
💡 Need more help? Contact the admin team and we’ll get back to you as soon as possible.

© Ahmed Mehedi – Family Expense Manager. All rights reserved.