Financial Dashboard
Complete overview
Monthly Cash Flow
Monthly Bill Tracker
Track what's paid and what's pending
Expense Management
Manage recurring and one-off expenses
Income Management
Track income sources
Debt Management
Track and eliminate debt strategically
AI Financial Insights
Powered by OpenAI GPT-4o
🔄 Subscriptions Tracker
Track all your recurring subscriptions
Your Subscriptions
Budget Planning
Set monthly limits and track spending
Financial Goals
Track your progress towards financial milestones
Reports & Export
Generate financial reports and export data
Settings
Sync and configuration
👤 Personal Profile (for AI)
Tell the AI about yourself so it can give personalized advice based on YOUR situation.
ℹ️ This information is stored locally and only sent to AI when you request insights.
OpenAI API Configuration
Required for AI debt strategy and predictions. Get from OpenAI Platform
Google Drive Sync
Sync your data across all devices using Google Drive
Complete Data Backup & Transfer
💡 Transfer data between devices or app versions:
- Download backup from current/old version
- Upload backup to new device/version
- All your data is restored automatically!
📊 Personal Data Included: All finances, goals, recurring expenses, budgets, personal profile, and settings.
💼 Business Data Included: All clients, invoices, expenses, payments, time entries, leads, and tasks.
✨ Now supports ZIP files! Upload .json or .zip files containing your backup data.
⚠️ Warning: Uploading a backup will replace ALL current data. Export current data first if you want to keep it!
ℹ️ Importing from old FinanceIQ version? No problem! Personal data will transfer automatically. Business features start fresh.
💼 Business Dashboard
Overview of your business finances
👥 Clients
Manage your client database
👥
No clients yet. Add your first client to get started!
🧾 Invoices
Manage invoices and billing
🧾
No invoices yet. Create your first invoice to get started!
⏱️ Time Tracking
Track billable hours
⏱️ Timer Running
⏱️
No time entries yet. Start the timer or add a manual entry!
💸 Business Expenses
Track business costs and deductions
💸
No expenses yet. Add your first expense to get started!
💳 Payments
Track received payments
💳
No payments yet. Record your first payment to get started!
🎯 Leads
Manage your sales pipeline
🎯
No leads yet. Add your first lead to start tracking your sales pipeline!
✅ Tasks
Manage business tasks
✅
No tasks yet. Add your first task to get started!
⚙️ Business Settings
Configure your business profile
📄 Invoice Company Information
This information will appear on all generated invoices
Business Data Backup & Transfer
💡 Transfer your business data between devices or app versions:
- Download backup from your current/old business app
- Upload backup to this new app
- All your business data is restored automatically!
💼 Business Data Included: All clients, invoices, business expenses, payments, time entries, leads, and tasks.
✨ Now supports ZIP files! Upload .json or .zip files containing your backup data.
⚠️ Warning: Uploading a backup will replace ALL current BUSINESS data. Export current data first if you want to keep it!
ℹ️ This only affects business data. Personal finance data remains unchanged.
💡 Not sure what's in your backup? Use "Preview Backup File" to see its contents without importing!