A QUICK GUIDE TO MAKE THE MOST FROM THE APP

Safe Money Budget

Home An easy overview at your accounts when you log in

Money Budget

Track all your accounts in one sight

You can find in this section all the account added. Swipe right or left to have a quick view of each account. 

Quickly check your latest and next movement

Control your latest and next movement added.  

Look at your overall incomes and outcomes

Get a well-rounded picture of where your money goes and comes.

Add a new Movement

Click the plus icon to start to add an income or an expense.

Create a new movement Add a new income or expense from the Home page

Add Movements

Add movements

Manually enter a transaction and first select if it’s an expense or an income.

Select the account you want to add the movement and write the amount. By default the app will show the account you set as primary account, in the Account section. You can change it clicking on the Account name and selecting a different one.

Add the movement information. You can add the name to remember what the income or expense is about and select the date you received or spent the money. 

Easily set recurrent movements

Set how often the expense or the income will be recurring, monthly, daily or every three weeks.

The app will save the date when a recurrent bills or income is coming.

Set the number of instalments

Set how many installments you have in total or you still have to estinguish.

The app will calculate them every month/ weeks / day, at your choice, for the number of instalment you have added.

Select the category

Select the category for the income or expense added.

Save your movement.

Money Budget

Budgeting Control your spending for each category

Spending

Monthly budget

Track your spending against the budget set for all the categories while offering you a snapshot of your remaining budget to help you avoid overspending.

Control how much you spend for each category

View the list of categories and the budget you have allocated for each category and how it’s going with your spending.

Monthly spending trend

A quick view of your overall spending in the month. You can easly see if you are going over budget or keeping your spending on the right track.

Edit category budget

Edit the budget for every category. Click on the Pencil icon. 

Set Budget Set the maximum budget you are willing to spend for each category every month

Money Budget

Total monthly budget for all your categories

You can see the total monthly budget for all your categories. The total change every time you decrease or increase a category budget. 

Set an amount against a budget, you can tweak and customize to your needs.

Edit category budget

Click on the Pencil icon to edit the budget for every category.

The starting budgest for each category is 0.00. Clicking on it you can write the montlhy amount for the category and save it.

You can increaseeach amount by 5 just clicking, on the plus icon, on the right of the selected category amount, and decreasing the amoiunt by 5, clincking on the minus icon, on the left side of the selected category amount. It will be autosaved.

Money Budget

Movements Control your movements month by month

Movements

IN & OUT

A quick look at Incomes and Outcomes already made or coming in the month.

List of movements

You can get an accurate picture of where your money is going or coming every month. 

Back and forward arrows to change month and track the information for the month selected. 

Smart tools on the Movements tool bar

On the top right you have the tool bar. Search, Export, Filter movements. To know more about them read the next section. 

Money Budget

Search movements Use the available options to filter your movements

Money Budget

Smart Search

You can search the information about All your movements, only the Income or the Outcome by Accounts, Category, date or a time range.

Select the Movements  you want to search,

Click on on Account row and choose an account. If you leave the field blank, the search will be applied on All the Accounts you have added in the app.

Click on on Category to search the movement in that category. If you leave the field blank, the search will be applied on All the Categories you have.

Once confirmed the search, a windows with the information requested will appear. 

To start a new search, expand the above section minimized, clicking on the arrow and and erase the previous search for each line clicking on  the icon of the rubber,on the right side of each category.

Export from Excel Quickly export your movements into an Excel file

Money Budget

Easy Excel Export

You can export the information about All your movements, only the Income or the Outcome by Accounts, Category, date or a time range.

Select the Movements  you want to export,

Click on the From row and choose a date. If you leave this field blank, the export will be applied on All the Movements you have added in the app.

Click on the To row and choose a date. If you leave this field blank, the search will be applied to All the Movements you have added in the app.

Once confirmed the Export, a windows with the Application you want to Export your movements will appear. Select the Application, for example Excel, and a speadsheet document will be generated with information from the app. 

Filter & Sort Movements Quicly find the information you need

Money Budget

Filter by & Sort by

Filter by Incomes and Expenses to see both your movements, or just one of them, only incomes or only expenses.

Sort them by Date, from the latest to the oldest, or Amount, high to low or low to high. 

When back to the Movements page, you will see the selection applied on the two Bar charts.

Money Budget

Recurring movements Keep all your recurring movements under control

Recurring movements

Recurring Income & Expenses List

This section is linked to the Recurring line you edit in the page Add a Movement, from the Home section.

You have the list of all you Recurring Movements divided by the period of time they will recur, for example Every three month, every month and so on.

For each Movement you can see the category, the name, the latest date the movement was performed, the next date you expect the same movement to arrive and the latest amount, in red if it is an expense and in green if it is an income. 

Manage the recurrent Movement

Click on a single Movement to update the Information. The more it is updaed the most you can get from the forecast and for you personal knowledge about your spending.

Manage the Recurrent Movement Edit, modify, pause and delete a recurring movement

Recurrent movements

Quick stats on the movement

First you have a quick stats about this Movement. You can see the average amount and the number of movements for the selected Income or Expence. 

Confirm if the Movement has been Taken or Paid

You can see the latest date the Amount was Taken or Paid. Once the Next Movement will be confirmed you can tick it is Paid and the date Paid at will be automatically filled.

If the Next Movement Amount has changed compared to the previous one, you can click on the Amount and edit the new amount. If needed you can modify the Name and Date with the updated  date and save.

Smart tools on the Recurring Movements tool bar

On the top right you have the tool bar. Edit, Pause, Delete. To know more about them read the next section. 

Money Budget

Edit the Recurring Movement Modify. Pause. Delete.

Money Budget

Modify a Recurring Income / Expense

You can search the information about All your movements, only the Income or the Outcome by Accounts, Category, date or a time range.

Select the Movements  you want to search,

 

Pause a Recurring Income / Expense

You can search the information about All your movements, only the Income or the Outcome by Accounts, Category, date or a time range.

Select the Movements  you want to search,

Delete a Recurring Income / Expense

You can search the information about All your movements, only the Income or the Outcome by Accounts, Category, date or a time range.

Select the Movements  you want to search,

Money Budget

Graphs A quick and fancy way to control your finance

Graphs

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Retina HD Display

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12MP Wide Angle Camera

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Money Budget

Filter Quickly

Money Budget

Calendar Quickly control all your movements on this handy calendar

Safe Money Budget

Calendar

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Control your movements

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SIde bar More tools swiping from the left

Accounts Create and edit your accounts

Safe Money Budget Accounts

Add new accounts

Add the name of the Accounts linked to your income and expences. An account can be a debit cards, a credit card, different bank accounts, savings, and more.

The app is not connected to your financial accounts and does not  track your transactions.

Edit your accounts

Name. Add a name for your Accounts.

Note. Add a note referred to the account if needed.

Starting balance. Add the amount you have on your account. The app will count new movements starting from there.

Primary Account. Tick “Primary Account” if you want to set this account as the default account. It will be the first to be shown in the home page and the default Account into the “New Movement” page. If you need to change it and set another account as the primary, just untick it and set another account as you Primary Account.

Remove accounts

Select the account you need to remove. The Account Information page will open. Click on the bin icon on the top right of the bar to delete the account.

If you have just one account and you perform this action on this account, the app will not delete it.

Categories Manage your categories

Budget

Default Categories

You can see a list of default categories, within general Bills, Salary, Eat Out, Pets, Travel and more. 

These categoryies are by default available also also in the  Movements and Budget sections.

Create a new Category

You can set up your custom categories from the list of Categories, Just click on the Plus icon and add the Name for your new category.

Tick “Available on Budget” if you want this category also available in the Budget Section.

Select one of the Icons you would like to associate to this new category and save it.

Import from Excel Quickly import your movements from an excel file (Spiega come dev'essere il file excel)

Import Excel files

Longest Battery Life

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Retina HD Display

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12MP Wide Angle Camera

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Backup (PRO) Easily create or import a backup of your data

Backup Safe Money Budget

Backup

Create a backup of your data

Load a backup file

You can import a backup file from your phone into the app

Share

You can share a backup file with another phones 

Change pin Ho to do it

Safe Money Budget

Change the PIN

It is very easy to manage the security of your app. 

12MP Wide Angle Camera

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Frequently Asked Questions

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