Budget Clan
Budget Tracker
Help & User Guide
Welcome to Budget Clan. Your data is stored in your own Google Drive โ€” nothing is sent to any third-party server. Select a topic below or open a module's โ‹ฎ menu โ†’ Help for context-specific guidance.

Start Here

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Getting Started

Sign-in, first-time setup, how files and groups work, and where data lives.

Modules

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Expenses

Track spending, filter by period or financial year, link to budgets.

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Budget

Set spending limits, track progress by period, manage frequencies.

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Accounts

Record bank transactions, track balances, link to expenses and income.

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Subscriptions

Monitor recurring subscriptions, track price history, set renewal dates.

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Ongoings

Track recurring bills (insurance, utilities) with full renewal history.

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Income

Record income entries by type, tag them, link to account transactions.

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Receipts

Store receipt details and line items, link lines to expense entries.

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Assets

Track owned assets, warranty periods, disposal dates, and running costs.

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Depreciation

Calculate depreciation schedules using diminishing value or prime cost.

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Suppliers

One global supplier list linked from every module, with a sync tool for shared files.

Guides

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Linking Records

Connect transactions, expenses, receipts, assets, and more across files.

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Import Rules

Automatically allocate bank transactions by matching their descriptions.

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Multi-Currency

Base currencies per file, conversions when linking, and exchange rates.

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AI Features

Statement import, receipt scanning, and currency conversion with Gemini.

Settings

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System Settings

Root folder, groups, categories, tags, financial year, and more.