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 Privacy Policy

Last updated: October 16, 2026

FinDug is a personal finance application that helps you record transactions, create budgets, review spending trends, import financial activity, and store receipt images. This policy explains how information is handled when you use FinDug.

Information FinDug Handles

Depending on the features you choose, FinDug may handle:

• Transaction details, including merchant or payee names, amounts, dates, categories, and payment methods.

• Budget settings, reports, custom charts, notes, and recurring-transaction settings.

• Receipt images selected from your photo library or captured with your camera.

• Financial account and transaction information that you explicitly authorize FinDug to access through Apple FinanceKit.

• Subscription status and product information provided by Apple through StoreKit.

How Information Is Used

FinDug uses this information only to provide app features you request, including transaction tracking, budgeting, reporting, receipt storage, import suggestions, duplicate detection, synchronization, and subscription access.

FinanceKit information is accessed only after you grant permission through Apple’s authorization interface. FinDug uses authorized financial information to create transaction drafts for your review. You decide which drafts to approve before they are added to your records.

Receipt recognition and transaction analysis are performed on your device.

Storage and iCloud Sync

FinDug stores your app data on your device. If iCloud is available for your Apple Account, FinDug uses Apple’s CloudKit service to synchronize app data across your devices. Data synchronized through CloudKit is associated with your private iCloud account and is processed by Apple under Apple’s terms and privacy policies.

FinDug does not operate a separate developer-owned server that receives your transaction records, FinanceKit data, budgets, or receipt images.

Third-Party Services

FinDug uses Apple platform services to provide core functionality:

• FinanceKit provides financial information you authorize through Apple Wallet.

• CloudKit synchronizes app data through your iCloud account.

• StoreKit processes subscriptions and provides subscription status.

• Siri and App Intents allow you to perform supported actions by voice.

FinDug does not include third-party advertising or analytics SDKs. FinDug does not sell your personal information or use your information for cross-app tracking or targeted advertising.

Permissions and Your Choices

FinDug requests access only when you choose a feature that needs it:

• Camera access is used to capture receipt images.

• Photo-library access is used to select receipt images.

• FinanceKit access is used to import financial information you authorize.

• Siri access is used for supported voice actions.

You can decline these permissions and continue using features that do not require them. You can change permissions later in the Settings app. You can also revoke FinDug’s access to financial information through Apple’s applicable privacy or Wallet settings.

Retention and Deletion

Your information remains on your devices and, when iCloud synchronization is enabled, in your private iCloud data until you delete it.

FinDug provides controls for deleting transactions and imported drafts. Removing the app deletes its local data from that device, subject to device backups and data that remains in iCloud for synchronization with your other devices.

You can manage or delete data stored in iCloud through Apple’s iCloud settings. You can also contact us using the address below if you need assistance understanding the available deletion controls.

Children

FinDug is not directed to children, and we do not knowingly collect personal information from children through a developer-operated service.

Changes to This Policy

We may update this policy when FinDug’s features or data practices change. The updated policy will include a revised effective date.

Contact

For privacy questions, contact:

ajlange87@icloud.com