Complete Guide

Welcome to PiggyBank Finances

Take control of your financial future with PiggyBank Finances - your comprehensive personal finance management solution. Whether you're tracking daily expenses, managing debt payments, or planning your monthly budget, PiggyBank provides the tools you need to make informed financial decisions.

Dashboard - Your Financial Command Center

Start your financial journey with our intuitive dashboard that gives you a bird's-eye view of your money at a glance.

Key Metrics You'll See:

  • Available Money

    See exactly how much you have left after debt and budget obligations

  • Month Budget

    Track your total allocated budget for the current month

  • Total Expenditure

    Monitor your total spending

  • Month Balance

    View your income minus expenses

  • Month Income

    Track your total monthly income

Plus, enjoy a visual daily expenditure chart and a list of your most recent transactions from the past week, helping you stay on top of your spending patterns.

Smart Transaction Management

Record every financial move with precision. PiggyBank supports five types of transactions to cover all your financial needs:

Income

Track all money coming in - salary, freelance work, investments, or any other income sources.

Expenses

Record general expenses like groceries, entertainment, or any day-to-day spending.

Debt Payments

Track credit card payments, loan installments, or any debt obligations with fixed or variable monthly payments.

Savings

Monitor your savings contributions and watch your nest egg grow over time.

Budget Expenses

Our unique Budget Expense feature lets you link transactions directly to your monthly budgets. This ensures you stay within your planned spending limits and makes budget monitoring effortless.

Monthly Overview - Where Your Money Goes

Get detailed insights into your monthly spending patterns with our comprehensive overview page.

What You'll Discover:

  • Category Breakdown

    See exactly how your money is distributed across different spending categories

  • Visual Charts

    Beautiful pie charts and graphs that make understanding your spending habits easy

  • Monthly Summary

    Track your total revenue, expenditure, and remaining balance

  • Detailed Transaction List

    Review every transaction with dates, categories, and amounts

Create custom categories that match your lifestyle and watch how your spending evolves month after month.

Yearly Overview - Long-term Financial Health

Plan for the future with our yearly overview that tracks your financial progress over time.

Debt Evolution

Watch your debt decrease over time with visual charts that show your progress toward financial freedom.

Savings Evolution

Track your savings growth throughout the year and celebrate your financial milestones.

The yearly summary table provides month-by-month breakdowns of income, debt, expenses, budget, and balance, giving you a complete picture of your annual financial journey.

Budget Management - Plan Your Spending

Take control of your spending with our comprehensive budget management system.

Budget Features:

  • Monthly Budgets

    Set spending limits for each category every month

  • Progress Tracking

    See real-time progress bars showing how much of your budget you've used

  • Remaining Amounts

    Always know exactly how much you have left in each budget

  • Easy Management

    Edit budgets anytime to adjust to changing circumstances

Whether it's groceries, entertainment, or utilities, create budgets that work for your lifestyle and watch your spending stay on track.

Debt Management - Stay on Top of Obligations

Never miss a payment again with our comprehensive debt tracking system.

Fixed Payments

Perfect for loans, mortgages, or any debt with consistent monthly payments. Set it once and track it automatically.

Variable Payments

Handle credit cards or debts with fluctuating payments. Update amounts as needed and track your progress.

Monthly Payment Tracking

See all your upcoming debt payments for the current month with clear indicators showing which are paid and which are pending. Stay organized and never miss a due date.

Household Sharing - Manage Finances Together

Share your financial journey with family members and manage household finances collaboratively.

Household Features:

  • Member Management

    Add family members to your household with different access levels

  • Shared Data

    All household members can view and contribute to the same financial data

  • Role-based Access

    Assign different roles (Owner, Member) for appropriate permissions

  • Plan Upgrades

    Upgrade to Family Plan for up to 4 household members

Perfect for couples, families, or roommates who want to manage their shared expenses and financial goals together.

Settings & Customization

Tailor PiggyBank to your specific needs with our comprehensive settings and customization options.

Multi-Currency Support

While USD is our default currency, enable multi-currency support to track BRL transactions. Perfect for international users or those dealing with multiple currencies.

Exchange Rate Management

Set custom exchange rates or enable auto-updates to keep your currency conversions accurate and up-to-date.

Category Management

Create, edit, and organize your own custom categories for both income and expenses. Add icons and organize your spending in a way that makes sense for your lifestyle.

Why Choose PiggyBank Finances?

Comprehensive Solution

From daily expenses to long-term debt management, we cover every aspect of personal finance in one platform.

User-Friendly Design

Clean, intuitive interface that makes financial management accessible to everyone, regardless of financial expertise.

Flexible & Customizable

Adapt the app to your unique financial situation with custom categories, budgets, and multi-currency support.

Collaborative Features

Share your financial journey with family members and work together toward common financial goals.

Ready to Take Control of Your Finances?

Join thousands of users who have transformed their financial lives with PiggyBank Finances. Start your journey toward financial freedom today.

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