Getatlas Gmh6hocfheExpense App
Help CenterMobile & Desktop AppsNavigating the Mobile App Interface

Navigating the Mobile App Interface

Last updated April 20, 2024

Introduction: The Expense App mobile interface is designed to provide you with convenient access to your expense management tools on the go. In this guide, we'll walk you through the key features and functionalities of the Expense App mobile interface to help you navigate it with ease.

Step-by-Step Guide:

  1. Launch the Expense App:
  • Open the Expense App on your mobile device by tapping on the app icon.
  1. Log in to Your Account:
  • If you haven't already logged in, you'll be prompted to enter your credentials (username and password) to access your Expense App account. Enter your details and tap "Log In" to proceed.
  1. View the Dashboard:
  • Upon logging in, you'll be taken to the dashboard, where you can view a summary of your expenses, recent transactions, and other relevant information.
  1. Navigate to Expenses:
  • To view your list of expenses, tap on the "Expenses" tab or icon in the bottom navigation menu. Here, you'll be able to see all your expenses listed chronologically.
  1. Add a New Expense:
  • To add a new expense, tap on the "+" or "Add Expense" button usually located at the bottom of the screen. Follow the prompts to enter the details of the new expense, such as amount, category, and notes.
  1. Manage Expense Categories:
  • If you need to create, edit, or delete expense categories, navigate to the "Categories" section within the app. Here, you can organize your expenses into custom categories for better tracking.
  1. Access Reports and Analytics:
  • To view reports and analytics about your spending habits, tap on the "Reports" or "Analytics" tab. Here, you'll find graphical representations of your spending trends, category breakdowns, and more.
  1. Sync with Bank Accounts or Accounting Software (Optional):
  • If you've connected your Expense App account with your bank accounts or accounting software, you can sync transactions and data by tapping on the corresponding options in the app.
  1. Customize Settings:
  • To customize your app settings, such as notification preferences, currency settings, or sync frequency, navigate to the "Settings" or "Preferences" section of the app.

Conclusion: Congratulations! You're now familiar with the key features and functionalities of the Expense App mobile interface. Whether you're adding expenses, viewing reports, or customizing settings, navigating the mobile app interface is easy and intuitive, allowing you to manage your expenses effectively while on the go.

Was this article helpful?