Welcome

Expense Trail helps you track spending, plan budgets, and save toward goals — while keeping your data private by default. Everything starts on your phone or browser. You can optionally sign in to back up and sync across devices, or share a household with someone you trust.

This guide walks through every major feature on iOS, Android, and the web app at dashboard.expensetrail.app. Steps use plain language — no technical background needed.

What you can do

Track daily spending

Dashboard, transactions, and quick add

Plan your money

Wallets, budgets, goals, wishlist, bills, and transfers

Stay private

App lock, stealth mode, and optional encryption

Share with family

Households, split bills, and Buddies & split contacts

Main tabs

Tab	What it is for
Dashboard	Spending overview, budget progress, category breakdown, and savings goals at a glance
Transactions	Full list of expenses, income, transfers, and goal activity — with filters
Reports	Charts and breakdowns: summary, cash flow, goals, and upcoming bills
Settings	Account, money tools, household, alerts, backups, and app preferences

The + button in the center of the tab bar (on phone) opens the Add entry sheet for expenses, income, or savings contributions.

Settings at a glance

Settings is organized into six tabs:

Tab	What you will find
General	Appearance, language, currency, categories, tags, payment methods, opening balances
Account	Sign in, cloud sync, app lock, privacy, and encryption
Money	Wallets, budgets, scheduled bills, savings goals, and purchase wishlist
Family	Buddies & splits, split groups, households, and shared expenses
Alerts	Budget, bills, goals, household, shopping place reminders, weekly/monthly recap — full list
Data	Storage targets, export, import, cloud backup, local network sync, and reset

Same app, every platform: The tabs and settings are the same on phone and web. Some features — like fingerprint unlock or full push alerts — work best on the installed iPhone or Android app.

Recommended path for new users

Install the app on your device or open the web app
Complete the optional app setup wizard or privacy checkup when prompted
Log your first expense
Set language and currency under Settings → General
Optional: Sign in and turn on cloud sync to use the same data on another phone or computer

Need help?

Troubleshooting — sync, sign-in, backups, and display issues
Contact support — we reply from support@expensetrail.app
Privacy policy on the marketing site