Budget Tracker Portal

Log Transaction

Budget Settings

Edit Limit

Add Month

Data Tools

Merge duplicate accounts OR move specific transactions.

From (Source)

To (Destination)

Select a Source Account to view transactions.

Delete Client Account

This action is irreversible. All transaction history and budget data for this client will be wiped from the database.

Select Client to Delete

Edit Client

Update client details and modify transaction history.

Client Name

Organization

Account ID

Edit Transaction History

Edit or delete transactions in the selected month.

Month

Date	Description	Amount	Actions

Clients

Overview

Welcome Back

Activity

Top Spenders

Recent Activity

Daily Activity (Year)

Detailed Breakdown

Current Month Utilization

Transactions