How to Use SpendLoom

1. Getting Started & User Profile

When you first open SpendLoom, your financial command center is the Dashboard. At the top right, tap the User Icon to manage your profile.

• Profile Management: Update your display name seamlessly.
• Security: Safely Log Out or choose to permanently Delete your account and all associated data.
• Dashboard Stats: Track your Profit (Green), Loss (Red), and Total Balance (Blue).

2. Adding Transactions (Profit & Loss)

Tap the big Add Profit or Add Loss buttons on the home screen to record a transaction.

• Date & Time: Defaults to right now, but you can easily log past expenses.
• Category & Label: Choose from defaults or type a Custom one. The app remembers your custom tags!
• Clean Up Menus: Made a typo? You can delete/hide custom categories and tags directly from the dropdown to keep your menus clean.
• Mode: Specify if you paid via 💳 Online or 💵 Offline.

Save Normally vs. Save in Budget

If you have an active budget, you can choose to "Save in Budget". This tracks the specific expense against your monthly limit and updates your budget progress bar instantly.

3. Managing Budgets

Set a spending limit for your active account by tapping the Pencil Icon (✏️) next to "No budget set" on the dashboard.

• Smart Progress Bar: Turns green when you're safe, orange when you reach 80%, and red if you overspend.
• Live Stats: Shows exactly how much you have spent and how much is left.
• Reset Budget: Tap "Reset Budget (Start Fresh)" to completely wipe the limit and unlink past transactions safely without deleting your history.

4. Recurring Bills & Subscriptions

Automate your rent, Netflix, or phone recharge! When adding a transaction, set "Recurring" to Monthly or 28-Day. The app will log them automatically while you're away.

To manage them, open the side menu and tap Recurring Bills & Subscriptions:

• Edit (✏️): Change the amount or category of the master setup.
• Pause (⏸): Temporarily stop the app from generating logs (e.g., if you paused a gym membership).
• Force Trigger (⏩): Manually log the payment right now and push the "Next Due Date" forward by a cycle.
• Rewind/Undo (⏪): Accidental click? Use this to push the next due date backwards and instantly delete the incorrectly generated history log!
• Stop (⏹): Cancel the automation completely (your past history logs stay safe).

5. Multiple Accounts Management

Separate your finances (e.g., "Household A/c", "Office A/c") using the compact dropdown in the top header.

See All Accounts Menu

Open the side menu and tap See All Accounts to organize them:

• Reorder (Arrows): Use the Up/Down arrows to change the order. This instantly reorganizes your header dropdown!
• Rename (Pen): Tap the blue pen icon to rename an account. All past transactions and budgets will intelligently update to the new name.
• Delete (Trash): Permanently delete an account and all its transactions (Requires a typed confirmation for safety).

6. Analyzing Your Finances

Visualize your spending habits through the side menu. Every view has its own independent, advanced filtering system:

• Category Wise View: See a summary of every category. Tap any category to view its history and filter by Date, Type, or Budget.
• See TXN Label Wise: Group your finances by custom tags (e.g., #Vacation, #Groceries).
• See Analysis Graphs: Beautiful, interactive Doughnut charts for category breakdowns and a Bar chart comparing Monthly Profit vs. Loss.

7. Advanced Filters & Search

Find exactly what you need in your transaction history.

• Smart Search: Type in the home search bar to instantly filter by amount, category, label, or note. Use the × (Clear) button on the right to wipe it instantly.
• Transaction Types: Filter by Normal (standard txns), Budget, or Recurring (Monthly/28-Day). Note: "Normal" hides all budget and automated bills.
• Date & Mode: Filter by Today, Yesterday, Custom Ranges, or Online/Offline modes.
• Export: Tap PDF or Excel at the bottom of any list to download a perfectly formatted report of your currently filtered transactions.

8. Share & Import Data

Never lose your data! Open Share & Import Txn from the side menu.

• Share Data File: Downloads a secure local `.txt` backup of all your transactions for any specific account.
• Import Data File: Upload a backup file to restore your data. You can force the import into a specific account, or let them drop into their original accounts.
• Import History: Manage imported batches. Review them, and choose to "Keep" them permanently (✓) or completely "Delete" (🗑) a bad import batch with one click.

9. Offline Mode & PWA

SpendLoom is a Progressive Web App (PWA). It installs directly to your phone's home screen and works offline!

• Offline Sync: Add transactions without the internet. The app saves them locally and securely syncs them to the cloud the moment you reconnect.
• App Updates: Because SpendLoom caches locally for speed, if you ever suspect you are missing an app update, perform a Hard Refresh in your browser, or clear your site cache to pull the latest version!