Welcome to Your Financial Management Solution

This guide will help you navigate through all the features of our application. Click on any section to learn more about how to use that feature.

Transaction Management

1

View Your Transactions

From the Dashboard, access the Transaction List to see all your recorded financial activities in one place.

Transaction List Screenshot Transaction List Screenshot
2

Add a New Transaction

You can log each income or expense via the Finance Tracker on the web or through the mobile app.

  • Web: Upload a receipt, and the system will automatically extract the amount using AI.
  • Mobile App: Snap a photo of the receipt for AI to detect amount and category.

Receipts are saved securely online — no need to keep paper copies!

Add Transaction Web Screenshot Add Transaction Mobile Screenshot
3

Edit or Delete Transactions

Click on any transaction in your list to view or edit details. Use the delete icon to remove incorrect entries.

Edit Transaction Screenshot
4

Set Recurring Transactions

In My Profile under Recurring Income and Recurring Expense, set regular transactions (daily, bi-weekly, semi-monthly, etc.)

  • Specify fixed or hourly amounts
  • Configure company details for auto-generated invoices

The system will automatically generate these records — no manual input needed!

Recurring Transaction Setup Screenshot Recurring Transaction Setup Screenshot Recurring Transaction Setup Screenshot
5

Export Transactions for Tax Filing

On the Dashboard, export all records for a selected time period:

  • ZIP file includes an Excel summary and all related receipt images
  • Each Excel row links to its corresponding receipt image
Export Transactions Screenshot Export Transactions Screenshot

Mileage Tracking on Android and iOS

1

View Drives Overview

Access your mileage tracking dashboard to see all recorded business trips and auto-tracking status.

Trip List Screenshot Trip detail Screenshot
2

Toggle Auto-Tracking

Enable or disable automatic trip detection:

  1. Find the "Auto-Tracking" toggle switch
  2. Switch on for automatic trip detection using your phone's GPS
  3. Switch off to manually record trips only

Note: Auto-tracking requires location permissions on your device

3

Add a New Trip

To manually record a business trip:

  1. Click "Add New Trip" from the Drives Overview
  2. Enter starting point, destination, date, and vehicle used
  3. Select the business purpose from the dropdown
  4. Click "Save Trip"
4

View Tax Deduction Summary

Generate tax-related mileage reports:

  1. Click "Show Monthly/Yearly Summary"
  2. Select the time period you want to view
  3. See your total deductible miles and estimated tax deduction

RRSP & TFSA Planner

1

Access the Planner

Navigate to the RRSP & TFSA Planner from your dashboard to start optimizing your retirement savings.

RRSP & TFSA Planner Screenshot
2

Enter Your Information

Provide the necessary details:

  • Birth year (to calculate contribution limits)
  • Province of residence (for tax calculations)
  • Previous year income
  • Current year income estimate
  • Unused RRSP contribution room from previous years
  • Planned RRSP contribution amount
3

View Tax Savings Analysis

After entering your information, you'll see:

  • Calculated tax savings from your RRSP contribution
  • Estimated taxes before and after contribution
  • Projected after-tax income
  • Recommendations for optimal contribution amounts
4

Adjust Your Contributions

Try different contribution amounts to see how they affect your tax situation and find the optimal balance for your financial goals.