List Transaction

 

This is an overview of all transactions you have entered in the system. We have entered two transactions so far, one is an income of $5000.00, the other is a debt of $35.00 on grocery, the form automatically calculate the balance which is $4965.00 which is equal to 5000 - 35.

To search on all transactions for the last 7 days

• Click on the first input field on the left and you will see a dropdown.(the field is automatically filled with the date range for the current month for your convinence. but you can always change it by clicking on the input field)
• Select Last 7 Days
• Click Apply on the dropdown
• Click the Search button

To search on all transactions for the last 7 days that excludes the income

• Follow the instructions of search on all transactions for the last 7 days
• Enter * AND NOT income as query in the second input field on the right for the search terms
• Click the Search button

To search on all expenses on grocery for the last 7 days

• Follow the instructions of search on all transactions for the last 7 days
• Enter grocery as query in the second input field on the right for the search terms
• Click the Search button

To search on all expenses on grocery or car for the last 7 days

• Follow the instructions of search on all transactions for the last 7 daysk
• Enter grocery OR car or just grocery car as query in the second input field on the right for the search terms
• Click the Search button

To see all the transaction histories

• Highlight the first input field which is automatically pre-populated with the current month date range and remove it
• Click the Search button

 

Analyze Expense

 

This is the place where you can analyze your expenses by leveraging the advance search tool. The total sum of each expense category is listed on the left panel. By clicking on any of these categories, the details are shown on the right panel.Let's consider the following scenarios and see how the tool can help us get the result we are looking for.

To understand how much Mr. Joe has spent on his car last month.

• Click on the date range input field on the upper left hand corner and select Last Month
• Enter joe AND car as the query on the second input field on the upper left hand corner.
• Click on the Search button.

if Joe has entered any expenses on his car for the last month then the sum of those expenses will be shown on the left hand side panel. Clicking on the category and the details are shown on the right hand panel.

To understand how much Misses Doe has spent from 5/6/2013 to 3/1/2014.

• Click on the date range input field on the upper left hand corner and select the Custom Range tag and pick the calendar date from 5/6/2013 to 3/1/2014
• Enter doe AND NOT income as query on the second input field on the upper left hand corner.
• Click on the Search button.

All the expenses excluding the income that Misses Doe has spent from 5/6/2013 to 3/1/2014 are shown by different categories on the left panel.

To understand how much Misses Doe has made from 5/6/2013 to 3/1/2014.

• Click on the date range input field on the upper left hand corner and select the Custom Range tag and pick the calendar date from 5/6/2013 to 3/1/2014
• Enter doe AND income as query on the second input field on the upper left hand corner.
• Click on the Search button.

The page is showing all the incomes that Misses Doe has made from 5/6/2013 to 3/1/2014 if there are any.

 

Manage Receipt

 

MoneySinker offers an easy solution on managing your receipts. Receipt can be uploaded when you create a transaction for the first time, or it can be uploaded later by clicking on the "upload" link on the transaction history page.

Once the Receipt is uploaded, it can be viewed at anytime by clicking the "view" link on the transaction history page.

 

Analyze Cash Flow

 

MoneySinker helps you identify who your big money sinker is. By clicking on the "Money Flow" link, you will get a better picture on how every penny of your hard earned money flows from your payers to your payees.