💰 Finance — Smart Money Tracking

Track expenses, monitor spending patterns, and maintain financial awareness with Loki's simple yet powerful finance system. Log transactions quickly and see where your money goes with visual charts and category organization.

💳 Recording Transactions

Adding Expenses

• ➕ Add Record button — Quick expense entry with amount and description
• 📅 Date selection — Set transaction date (defaults to today)
• 🏷️ Category selection — Organize spending by predefined categories
• 📂 Project/Area — Link expenses to specific projects or life areas
• 📝 Description field — Add notes about the transaction

Transaction Categories

Built-in expense categories:

• 🏠 Housing — Rent, utilities, maintenance
• 🍎 Food — Groceries, restaurants, dining out
• 🚗 Transportation — Gas, parking, car payments
• 💊 Healthcare — Medical, dental, pharmacy
• 🎬 Entertainment — Movies, games, subscriptions
• 👕 Shopping — Clothes, electronics, general purchases
• 🏥 Healthcare — Medical, dental, pharmacy
• 📚 Education — Courses, books, training
• 💳 Bills — Phone, internet, insurance

📊 Finance Views

Today View

Access: Dashboard → Today → Finance tab

• 💳 Daily expenses — All transactions for today
• ➕ Quick add — Fast transaction entry
• 📊 Daily total — See today's spending summary
• 🏷️ Category breakdown — Where money was spent today

Week View

Access: Dashboard → Week → Finance

• 📅 7-day spending — Expenses distributed across the week
• 📈 Spending trends — Visual patterns of daily expenses
• 🔄 Date navigation — Browse previous/next weeks
• 💰 Weekly totals — Aggregate spending summaries

Finance Dashboard

Access: Dashboard → Finance (main page)

• 📊 Expense overview — Recent transactions and totals
• 🏷️ Category analysis — Spending breakdown by category
• 📈 Trend charts — Visual spending patterns over time
• 📝 Transaction list — Detailed expense history

📈 Analytics & Insights

Spending Analytics

Available in Dashboard:

• 📊 Cash trend chart — Visual spending patterns over time
• 💰 Mini cash widget — Quick overview of recent expenses
• 🏷️ Category distribution — See where money goes by category
• 📅 Time-based analysis — Daily, weekly, and monthly patterns

Intelligence Integration

AI Insights (when available):

• 💰 Spending patterns — When and where you spend most
• 🏷️ Category trends — Which expense categories are growing
• 💡 Optimization suggestions — Areas to potentially reduce spending

🔧 Management Features

Transaction Actions

• ✏️ Edit transactions — Modify amount, category, description, date
• 🗑️ Delete transactions — Remove incorrect or duplicate entries
• 🏷️ Recategorize — Change category assignments as needed
• 📂 Project linking — Associate expenses with specific projects/areas

Data Organization

• 📂 Project/Area assignment — Link expenses to life domains
• 🎨 Color coding — Visual organization through project colors
• 📊 Filtering — View transactions by date range, category, or project
• 📥 Export capabilities — Download transaction data when needed