APRIL 2026
๐ Profit & Loss
๐ฐ Gross Revenueโ
๐ Refundsโ
๐งพ Sales Tax Collectedโ
๐ณ Processing Feesโ
๐ธ Expensesโ
NET PROFITโ
Expense Budgetโ
$0 spentof $5,000
This Week (Expenses)
Expenses By Category
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Recent ActivitySee All โ
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๐ค AI Financial Advisor
Analyzing your finances...
Transactions
All transactions
๐
Scan Receipt
๐ท
Tap to Scan Receipt
Camera or photo library
๐ Tips
โข Good lighting, no shadows
โข Keep receipt flat & fully in frame
โข AI extracts each line item separately
โข Always review before saving
โข Keep receipt flat & fully in frame
โข AI extracts each line item separately
โข Always review before saving
Settings
Account & integrations
๐ผ Business Profile
Used to split sales tax from Stripe/Square payments. Leave at 0 if you don't collect sales tax.
๐ Recurring Expenses
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๐ Integrations
๐ณ
Stripe
Auto-sync payments as income
๐ฉ
Square
Sync POS transactions as income
๐ Security
๐
AES-256 Encryption
๐ก๏ธ
Two-Factor Auth
๐ฅ Export Data
๐ณ Subscription
Your subscription will remain active until the end of the current billing period.
Help
Step-by-step guides & FAQs
๐ Getting Started
1
Connect your payment processor
Go to Settings and connect Stripe or Square to automatically import your transactions.
2
Add your expenses
Tap the + button to add expenses manually, or use Scan to photograph receipts and let AI extract the details.
3
View your P&L
Check the Dashboard for your profit & loss, expense breakdown, and AI-powered financial insights.
4
Set up recurring expenses
Go to Settings โ Recurring Expenses to automate monthly bills like insurance, leases, and subscriptions.
๐ณ Connecting Stripe
1
Go to dashboard.stripe.com and sign in.
2
Click Developers in the top navigation bar.
3
Click API Keys in the left sidebar.
4
Make sure the toggle says Live โ not Test.
5
Under Standard Keys find "Secret key" and click Reveal live key.
6
Copy the key starting with sk_live_ and paste into Settings.
โ ๏ธ Never share your Secret Key. It gives full access to your Stripe account.
1
Go to dashboard.stripe.com โ Developers โ Webhooks.
2
Click Add endpoint.
3
Enter: https://expense-tracker-api-96sz.onrender.com/integrations/webhooks/stripe
4
Under Select events search for and select only: charge.succeeded and charge.refunded. Then click Add endpoint.
5
Click Reveal next to Signing secret. Starts with whsec_.
6
Paste into the Webhook Secret field in Settings.
๐ก The webhook secret verifies payment notifications are genuinely from Stripe.
1
Tap Settings at the bottom.
2
Under Integrations tap the toggle next to Stripe.
3
Paste your Secret Key and Webhook Secret.
4
Tap Connect Stripe.
5
Tap Sync to pull in existing payments immediately.
๐ก New payments sync automatically as they happen via webhook.
๐ฉ Connecting Square
1
Go to developer.squareup.com and sign in.
2
Click Create an Application and name it anything.
3
Open it and set toggle to Production.
4
Click Credentials โ Show Production Access Token. Starts with EAAAl.
โ ๏ธ Use Production token not Sandbox.
1
In Developer Console with Production selected click Locations.
2
Copy the Location ID next to your business.
๐ก Use the location where your payments are processed.
๐ท Scanning Receipts
1
Tap the Scan tab.
2
Tap the camera area to open camera or photo library.
3
Keep receipt flat, well-lit, and fully in frame.
4
AI fills in merchant, amount, and date automatically.
5
Review all fields before saving.
6
Select category and tap Save Expense.
โ๏ธ Adding Expenses Manually
1
Tap the + button in the bottom right.
2
Enter description, amount, and date.
3
Select a category and add optional notes.
4
Tap Save Expense.
๐ Recurring Expenses
1
Go to Settings โ Recurring Expenses and tap Add Recurring Expense.
2
Enter name, amount, category, and the day of month it should be created.
3
Set a start date and optional end date.
4
The expense auto-creates on that day every month.
5
To delete tap Delete and choose this month only or the entire series.
โ FAQ
Stripe payments are money customers pay to you, counted as income. Your P&L shows income minus expenses for net profit.
New transactions sync automatically as they happen via webhook. Tap Sync in Settings anytime to pull in older transactions or force an immediate update.
Settings โ Download CSV. Opens in Excel or Google Sheets.
Yes. AES-256 encryption, HTTPS, bcrypt passwords. Enable 2FA in Settings for extra security.
On the login screen tap Forgot password? โ enter your email and we'll send a reset link valid for 1 hour.
Sales tax is calculated on your gross revenue and deducted on the P&L so your Net Profit reflects actual earnings.
Full refund: Customer paid $110 (includes $10 tax). You refund $110. Tax owed = $0.
Partial refund: Customer paid $110 (includes $10 tax). You refund $50. Tax on the refunded $50 = $4.55. So you remit $10 โ $4.55 = $5.45.
Full refund: Customer paid $110 (includes $10 tax). You refund $110. Tax owed = $0.
Partial refund: Customer paid $110 (includes $10 tax). You refund $50. Tax on the refunded $50 = $4.55. So you remit $10 โ $4.55 = $5.45.
Transaction amounts are stored exactly as they appear in Stripe or Square โ the gross amount the customer paid including tax. The P&L then deducts Sales Tax Collected separately so your Net Profit reflects true earnings.