Feature Overview

Features Finance Trails has a range of features to help you track and analyze your finances. Accounts Finance Trails Accounts mimic your real-life accounts - bank accounts, credit cards, PayPal, Google Checkout. You will find it much easier to follow your finance trails if you set up Accounts properly from your first use of Finance Trails. Accounts allow you to filter incomes and expenses buy account type, giving you more insight into your saving and spending patterns. Account Types Bank Accounts – Everyone has one. the Bank Account type is pretty straight forward, designed to correspond with a real bank account. Credit Cards – Do you want to track your credit card spending? Credit Card accounts in Finance Trails can (and should) be linked to another Finance Trails Account - the one that pays off the credit card. For instance, many banks issue Visa, Mastercard, and American Express cards along with their accounts. So, if you have a Visa card linked with your savings account, in Finance Trails, you will first create your savings account, and then a Visa credit card account linked to that savings account. Likewise, let's say you have an Amazon Visa card (not issued by your bank directly) - you can still link it in Finance Trails to your savings account, or even to another credit card - whichever method you usually use to pay off the Amazon Visa card. PayPal – many people buying (and selling) products online use PayPal. Enter your PayPal account to track your activity there. Other – Other accounts, such as Google Checkout, or special credit unions, can be added in the Other section. Incomes and Expenses Incomes and expenses are the centerpoint of Finance Trails - they are the reason why you are using it. Finance Trails doesn't just let you enter incomes and expenses in a raw form - it has an intuitive categorization system, accounts system, and reminders system. All of these help visual your income and expense streams, making it easier for you to take actionable knowledge when viewing your Finance Trails account. The Dashboard The Dashboard is your "homepage". With a quick glance, it shows you the state of your income and expense streams, and gives you an overview of your financial health. Of course, the Dashboard can be customized to suit your preferred data — see Personalizing Finance Trails for more information. Activity The Activity page is home to all the various visual data created from your Account, income, and Expense entries. Here, you can go into details about your saving and spending patterns, and get actionable data to save more and spend less. All charts are customizable, so you can set the Activity page up to show the information that is important to you. Reminders Reminders are another way to see your income and expense streams — they allow you to see upcoming payments and prepare for them accordingly. You can also add custom reminders that are not specifically tied to income and expense activity. See Setting Up Reminders for more information. Settings Settings allow you to personalize Finance Trails. Choose your preferred interface language, choose how you receive news from Finance Trails, and more. See Personalizing Finance Trails for more information.