Overview
Spending by Category
vs. monthly budget
Family Members
Transactions
| Date | Merchant | Member | Category | Amount | Note |
|---|
Reports
Income vs Spending — Current Month
Spending vs Budget — Current Month
Monthly Spending Trend
Spending by Category — Current Month
Member Comparison — Current Month
Spending Over Time by Category
Category Averages
| Category | Total | Avg / Month | Min / Month | Max / Month |
|---|
Sync from Phone
Scan this QR code with your phone
Open Family Budget on your phone, tap Scan Hub QR after reviewing your receipt.
👥 Member Sync
Push Members to Phone
After adding or editing family members, tap this so their names appear on all phones.
🕑 Recent Sync History
No syncs yet this session
📖 How Syncing Works
1. Open the SimpleBudgetTracker app on your phone and photograph your receipt.
2. Review and confirm the details, then tap Looks Good — Send to Hub.
3. On your phone, tap Scan Hub QR Code and point it at the QR code above.
4. The transaction arrives here automatically — no typing needed.
📱 Install the Phone App
Not the sync QR above — scan this to install the SimpleBudgetTracker app on a phone for the first time.
Phone app URL:
On iOS: tap Share ⎙ then Add to Home Screen
On Android: tap Menu ⋮ then Add to Home Screen
On Android: tap Menu ⋮ then Add to Home Screen
Settings
📄 Backup & Restore
Back Up Now
Saves a complete backup of all transactions, budgets, and members.
Automatic Backup Folder
Choose a folder and backups will save there automatically — no download dialog. Chrome and Edge only.
Restore from Backup File
Load a previously downloaded backup file. Current data will be replaced.
Last Backup
No backup recorded yet.
📷 Auto-Snapshots
About Snapshots
The hub automatically saves one snapshot per day (up to the last 30 days) in your browser. These are a safety net — restore if something goes wrong, even without a backup file. They won't be overwritten by empty data if something goes wrong reading your data.
🏠 Family Name
Hub Name
Shown in backup file names and reports.
Currency
Symbol shown throughout the Hub.
📆 Categories
Add Custom Category
Create a new spending category for your family.
Push Categories to Phones
Send your category list to all family phones.
Load from Server
Refresh categories from the server.
🏪 Merchants
Add Merchant
Add a frequently visited store with its default category.
Push Merchants to Phones
Send your merchant list to all family phones for autocomplete.
📱 Phone App
Install on Your Phone
Open this URL on your phone to install the SimpleBudgetTracker app.
📄 Backup & Restore — Auto Backup
Backup Reminder
How often would you like to be reminded to download a backup?
Max Backup Files to Keep
When saving to a folder, older backups are deleted automatically once this limit is reached.
Single Device Notice
SimpleBudgetTracker Hub stores data in your browser. Only use it on one computer at a time. To move to a new computer, download a backup and restore it there.
Help & FAQ
Guides, troubleshooting, and answers to common questions.
💵 Income Sources
Add Income Source
e.g. CPP, OAS, Pension, Employment
💵 Monthly Budgets
⚠ Danger Zone
Clear All Transactions
Deletes all transactions and income entries. Members, budgets, and categories are kept.
Reset Configuration
Resets budgets, income sources, and custom categories. Transactions are not affected.