Installation & Setup

Download & Install: Find FinDug on the App Store using keywords such as Finance, Budgeting, or Expense Tracker. Download and install the app.

 Launch the App: Open FinDug to be greeted by the home screen. There’s no complicated setup—your data is stored securely using Core Data on your device.

Choose a subscription: Enjoy a free 30 day trial with any subscription!

• Annual subscription gives you full access to all FinDug features for one year

• Monthly subscription gives you full access to all FinDug features for one month

FinDug is organized into three main tabs at the bottom of the screen:

• Home: View budget, dashboards, and summary charts of your financial activity.

• Transactions: See your list of transactions, add new ones, and manage existing entries.

• Reports: Generate and explore detailed reports grouped by various criteria.

Tab Bar Overview

• Home Tab:

• Displays interactive charts (pie charts for expenses and income, net amount line charts) and summary cards (e.g., current month totals, year-to-date performance).

• Use the segmented pickers at the top of each chart to select different time frames (e.g., current month, last month, year-to-date).

• Transactions Tab:

• Presents a chronological list of all your transactions.

• Tap the “+” button to add a new transaction.

• Tap on an existing transaction to view or edit its details.

• In selection mode (toggled via the “Select” button), you can delete multiple transactions.

• Reports Tab:

• Choose how you’d like to group your data (by year, month, category, payment method, or payee/payer).

• Browse aggregated figures and drill down into detailed transaction lists.

• Export your transactions as a CSV file or import CSV data to add more entries.

Tap “+” to add transaction:

• In the Transactions tab, press the add button to open the transaction form.

Enter Basic Information:

• Date: Select the transaction date.

• Payee/Payor: Type in the name of the person or company.

• Amount: Enter the transaction amount.

• Transaction Type: Choose between “Expense” or “Income” (using a segmented control).

3. Select Category & Payment Method:

• Use the pickers to choose an existing category or payment method.

• If you need to create or manage them, tap the “Manage Categories” or “Manage Payment Methods” links.

4. Add a Receipt (Optional):

• Use the Take Photo button to capture a receipt or Upload Photo to select one from your library.

• You can share or delete the receipt image if needed.

5. Advanced Options (Optional):

• For recurring transactions, enable Repeat Transaction and specify the interval.

• For splitting payments over time (amortization), toggle Amortize Transaction and set the number of months.

6. Save Your Transaction:

• Tap “Save” to commit the transaction. If required fields are missing or incorrect, the app will alert you.

Editing  Transactions

• Tap on any transaction in the list to open the Edit Transaction view.

• Update any fields as needed (e.g., change the amount, update the date, modify the receipt).

• Save your changes to update the record.

Deleting Transactions

• In the Transactions tab, swipe to delete a single entry or enter selection mode to delete multiple transactions. Press "Select" to select multiple transactions at once. 

• When in selection mode, tap the checkmark icon next to transactions you want to remove and then tap the delete (trash) button.

Managing Categories and Payment Methods

• From within the add or edit transaction form, use the “Manage Categories” or “Manage Payment Methods” links.

• In these screens, you can add, edit, or delete items. Note that items with associated transactions cannot be deleted without first reassigning those transactions.

Viewing Reports

1. Select a Report Group:

• In the Reports tab, choose a grouping option (e.g., Year, Month, Category, Payment Method, or Payee/Payer) using the segmented control.

2. Review Aggregated Data:

• The report displays a list with each group key (for example, “2024” if grouped by year) along with the net amount.

• Tap a group to view a detailed report including summary metrics (total income, total expenses, net amount) and a list of transactions.

3. Filtering by Date (for Certain Groups):

• For reports by Category, Payment Method, or Payee/Payer, use the provided date pickers to narrow down your results.

4. Export & Import:

• Export CSV: Tap the export icon to generate a CSV file of your transactions, which you can share or save externally.

• Import CSV: Tap the import icon (after reviewing the provided CSV instructions) to bring in data from a CSV file. Make sure your CSV file adheres to the required format.

Export & Import:

• Export CSV: Tap the export option to generate a CSV file of your transactions, which you can share or save externally.

• Import CSV: Tap the import option (after reviewing the provided CSV instructions) to bring in data from a CSV file. Make sure your CSV file adheres to the required format.

Create a budget:

From the Home screen, click on the square icon with the pencil. You can either use the auto-fill option to populate your budget categories using historical data, or you can manually enter budget amounts. Note: You can auto-fill and then manually adjust categories if you wish.

Edit the Budget Chart:

On the Home screen, click on the small circle with 3 lines icon to edit the Budget chart. You will be able to toggle which budget categoires you wish to display on the Home screen. You can add as many budget categories as you like. They will be displayed from largest to smallest budget amount from left to right. To see all budget categories simply swipe the screen to scroll to the right. 

Use Clear Receipts: When adding a receipt image, ensure the photo is clear for future reference.

Regularly Review Reports: Use the Reports tab to monitor your spending trends and income, helping you stay on top of your finances.

Backup Your Data: Consider exporting your CSV data periodically as a backup or for further analysis in spreadsheet software.

Manage Categories: Keep your categories organized. If you notice a category isn’t used, consider editing or deleting it to keep your reports clean.

FinDug ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we handle your data when you use our app.

1. No Data Collection

We do not collect, store, or process any personal or usage data. Our app operates entirely on your device without transmitting or storing any information externally.

2. No Third-Party Access

Since we do not collect or store any data, we do not share any information with third parties, including advertisers, analytics providers, or other external services.

3. No Tracking or Analytics

Our app does not use tracking technologies, analytics tools, or cookies to monitor user behavior.

4. No Internet Connectivity Required

Our app functions independently without requiring an internet connection, ensuring that no data is transmitted online.

5. Changes to This Policy

Since our app does not collect data, this Privacy Policy is unlikely to change. However, if any updates are necessary, we will update this document accordingly.

6. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at ajlange87@icloud.com.

By using FinDug, you confirm that you understand and agree to this Privacy Policy.