Frequently Asked Questions – Using WhizBudget

Learn how to add and manage accounts, track expenses, edit transactions, set budgets, and get the most out of your personal expense tracker app.

Welcome to the WhizBudget FAQs! Here you'll find answers to common questions about using our personal finance app — from adding and managing accounts to tracking expenses, editing transactions, setting budgets, customizing categories, and viewing reports. Whether you're new or looking to get more out of WhizBudget, this guide will help you stay in control of your money with ease.

General

WhizBudget is an affordable personal expense tracker and budget planner web application designed to help you manage your finances effectively. It allows you to track expenses, set budgets, and gain insights into your spending habits.

Yes, your data syncs automatically across devices when logged into the same account.

Accounts

To add a new account:

  1. Go to the Accounts section
  2. Click on "Add Account"
  3. Enter the account name, description, type, currency, starting balance, whether to include it in the total balance or not, choose an icon and colour.
  4. Click "Save" to create the account.

To edit an existing account:

  1. Go to the Accounts section
  2. Click on the account you want to edit and choose “Edit” from the options

If you would like to keep the transaction history of an account that no longer exists, you can archive it instead of deleting it. This action will not change your current balance.

Of course. You can control which accounts are included in your total balance, and everything will be calculated for you in real time, taking into consideration regular/savings or debt type accounts, as well as multi-currency.

Yes. This will also delete all related transactions!

Categories

To add a new category:

  1. Go to Categories section
  2. Click on “Add Category”
  3. Enter the category name, currency, icon and colour
  4. Click “Save” to create the category

To edit an existing category:

  1. Go to the Categories section
  2. Right click if you are using a computer or long hold if you are using a mobile phone or tablet, on the category you want to edit and choose “Edit” from the options

If you would like to keep the transaction history of a category you no longer intend to use, you can archive it instead of deleting it. This action will not change your current balance and can be reversed.

Yes. This will also delete all related transactions!

Transactions

There are two ways of adding an expense transaction:

1. Go to transactions

  • Click on the “+” button in the bottom right corner
  • By default, the “Expense” transaction type is selected
  • Select a category you want to add a transaction to, eg. “Groceries”
  • Add the details of the transaction:
    • Select the account from which money should be withdrawn
    • Enter the amount
    • Notes (not required)
    • Date (current date by default)
  • Click the “✔️” to add the transaction

Bonus tip: If you click on Accounts → then click on an account → then on Transactions and then do the steps above, your default account you add transactions from will always be the one you chose.

2. Go to categories

  • Select a category you want to add a transaction to, eg. “Groceries”
  • Add the details of the transaction:
    • Select the account from which money should be withdrawn
    • Enter the amount
    • Notes (not required)
    • Date (current date by default)
  • Click the “✔️” to add the transaction

There are two ways of adding an expense transaction:

1. Go to transactions

  • Click on the “+” button in the bottom right corner
  • Select the “Income” transaction tab
  • Select the account you want to add a transaction to, e.g. “Main Bank account”
  • Add the details of the transaction:
    • Select the category from which the money should be added
    • Enter the amount
    • Notes (not required)
    • Date (current date by default)
  • Click the “✔️” to add the transaction

2. Go to categories

  • Click in the center, so you can switch to the Income categories
  • Select the category from which the money should be added, eg “Salary”
  • Add the details of the transaction:
    • Select the account you want to add a transaction to, e.g. “Main Bank account”
    • Enter the amount
    • Notes (not required)
    • Date (current date by default)
  • Click the “✔️” to add the transaction

1. Go to transactions

  • Click on the “+” button in the bottom right corner
  • Select the “Transfer” transaction tab
  • Select the account you want to add a transaction to, e.g. “Main Bank account”
  • Add the details of the transaction:
    • Select the account from which the money should be withdrawn
    • Enter the amount
    • Notes (not required)
    • Date (current date by default)
  • Click the “✔️” to add the transaction
  1. Go to transactions
  2. Choose the transaction you want to edit
  3. Make the desired changes
  4. Click the “✔️” to edit the transaction

NB: You can only change the details of a transaction, but not the type!

Yes. This will reverse the amounts in the affected accounts/categories.

Budget

  1. Go to the Budget section
  2. Select the category you want to add a budget to
  3. Add the amount
  4. Click the “✔️” to save the budget

Bonus tip: If you've used WhizBudget for over a month, you will get an average spending amount calculated from previous data.

To edit an existing budget:

  1. Go to the Budget section
  2. Click on the budget you want to edit and make the desired changes
  1. Right-click on a budget if you are using a computer, or touch and hold if you are using a mobile device or a tablet.
  2. Click on “Delete”

Reports and Insights

Navigate to the Overview section to access pie charts, bar graphs, and spending trends. The “Expenses” is the default selected tab.

  1. Navigate to the Overview section to access pie charts, bar graphs, and spending trends.
  2. Click on the “Income” tab.