TRACKING MY CASH GUIDE

TrackingMyCash Help: From Setup to Month-End

Follow these steps to set up your money, track activity, reconcile balances, and review accurate reports.

We offer Tracking My Cash as both a Web App and a Mobile App. Why?

One Account. All Your Devices. One Subscription.

We believe you should have the freedom to use our app your way, without paying twice! That’s why we offer both a Web App and a Mobile App. One subscription gives you full access to both versions of the same app at no additional charge. Whether you subscribe through our website, the Apple App Store, or Google Play Store, your login credentials allow you to use either version. Your information stays synchronized across all your devices.

Our Web App offers some great advantages:

Works on virtually any device: Access the app through your web browser on a PC, Mac, laptop, tablet, or smartphone.

Instant updates: New features, improvements, and bug fixes can be published quickly. Simply refresh your browser to access the latest version.

No app store required: Use the app directly from your browser or add a shortcut to your phone’s Home Screen for convenient, one-tap access.

No additional charge: Your subscription includes access to both the Web App and Mobile App.

Our Mobile App offers its own advantages:

Easy, reliable access: Install the app directly from the Apple App Store or Google Play Store and open it with a single tap.

Familiar mobile experience: Enjoy the convenience of an app designed specifically for your smartphone.

Automatic updates: Depending on your device settings, new versions can be downloaded automatically after they’re released through the app stores.

Which version should you choose?

We recommend the Web App if you regularly use a desktop or laptop computer. It provides the greatest flexibility across different devices, and you’ll have access to the latest improvements without waiting for app store updates.

If you primarily use your smartphone and prefer the convenience of a traditionally installed app, the Mobile App may be your better choice.

The best part? You don’t have to choose just one! Your single subscription includes both versions. Start on your computer, continue on your smartphone, and pick up right where you left off. Your account, subscription, and information are shared between them.

One Account. All Your Devices. One Subscription. Two Ways to Enjoy Your App.

Our goal is simple: Give you the most convenient, flexible, and affordable way to use our app, on whichever device works best for you.

1. Set Up Your Money

Open Setup to add income, fixed expenses, recurring expenses, and opening balances. Enter items the way they actually occur so Tracker can calculate what is left throughout the month.

Helpful tip: Update Setup whenever a bill, income source, or account balance changes.

2. Use Tracker During the Month

Open Tracker to check off income and expenses as they happen. Confirm the amount and date for each item. Daily and recurring activity is included automatically where configured.

Helpful tip: Tracker shows Cash In, Cash Out, and What’s Left based on the activity recorded for the selected month.

3. Scan and Save Receipts

Use Scan Receipts from Home when you want help entering an expense. Review the merchant, amount, date, and category before saving so the expense is added correctly.

Helpful tip: Always review scanned details before saving.

4. Reconcile Your Accounts

Open Reconcile near the end of the month. Enter each real account balance, compare it with the expected balance, and explain any difference with the appropriate expense category.

Helpful tip: Finish one account at a time. Confirmed differences are added to Tracker totals.

5. Review and Print Reports

Open Reports to review monthly totals and year-to-date activity. Select the month you need, verify the totals, and use the print option when you want a paper or PDF copy.

Helpful tip: Reconcile first so your report reflects the final month-end numbers.

6. Share a Household

Account settings let an account owner invite a household member. Shared members can help maintain the same money records without creating a second set of finances.

Helpful tip: Only invite someone you trust with your household financial information.

7. Manage Your Subscription

Use Account to review plan status and manage billing. Web subscriptions use Stripe. Purchases made in the Apple or Google app are managed through the corresponding app store.

Helpful tip: Use the same TrackingMyCash account on every device so access stays connected.

8. Get More Help

Open Contact Us from the bottom menu. Choose General Question or Tech Support, describe what happened, and send the message directly to the TrackingMyCash member-support team.

Helpful tip: For technical issues, include the screen you were using and the message you saw.

Still need help?

Send a General Question or Tech Support request to our member-support team.