General
What is ExpenseFlow?
ExpenseFlow is a smart money management tool designed to help you track your expenses, manage budgets, set financial goals, and get insights into your spending habits. It's a Progressive Web App (PWA) available on all devices.
Is ExpenseFlow free to use?
Yes! ExpenseFlow offers a free tier with all essential features for personal expense tracking. Premium features like advanced analytics, unlimited workspace members, and priority support are available with our paid plans.
Can I use ExpenseFlow offline?
Absolutely! ExpenseFlow is a Progressive Web App (PWA) that works offline. All your data is synced locally, and any changes you make offline will automatically sync to our servers when you reconnect to the internet.
What devices does ExpenseFlow support?
ExpenseFlow works on all devices including desktop computers, tablets, and smartphones. Simply access it through your web browser. You can also install it as an app on mobile devices and access it offline.
Is there a mobile app?
ExpenseFlow is a Progressive Web App (PWA), which means you can install it directly from your browser on both Android and iOS devices. It works just like a native app with offline capabilities and push notifications.
Account
How do I create an account?
Click on the "Sign Up" button on the login page. Enter your email address, create a strong password, and verify your email. You can also sign up using your Google or GitHub account for quick registration.
How do I reset my password?
Click "Forgot Password" on the login page. Enter your email address, and we'll send you a password reset link. Click the link in the email and create a new password. The link expires in 24 hours for security.
Can I change my email address?
Yes, you can change your email in your account settings. Go to Settings > Account > Email, enter your new email address, and verify it. A confirmation link will be sent to your new email.
How do I delete my account?
You can delete your account from Settings > Account > Delete Account. Be aware that this action is permanent and all your data will be deleted. We recommend exporting your data first.
What is Two-Factor Authentication (2FA)?
Two-Factor Authentication adds an extra layer of security to your account. After entering your password, you'll need to verify a code from an authenticator app or email. This prevents unauthorized access even if someone has your password.
How do I enable 2FA?
Go to Settings > Security > Two-Factor Authentication. Choose your preferred method (Authenticator App or Email), follow the setup instructions, and save your backup codes in a safe place. If you lose access to your 2FA device, you'll need these codes.
Features
How do I add an expense?
Click the "Add Expense" button or the plus icon in the main dashboard. Fill in the amount, select a category, add a description, and choose the date. You can also attach a receipt photo. Click "Save" to record the expense.
What categories are available?
ExpenseFlow comes with default categories like Food, Transportation, Utilities, Entertainment, Healthcare, Shopping, and more. You can also create custom categories that match your spending habits.
Can I edit or delete expenses?
Yes! Click on any expense to view details, then click the edit icon to modify it or the delete icon to remove it. Deleted expenses go to a trash folder for 30 days before permanent deletion.
How do I set a budget?
Go to Budget Goals and click "Create Budget". Set the category, budget amount, and time period (monthly, yearly, etc.). The app will track your spending and alert you when you approach the limit.
What are recurring expenses?
Recurring expenses are regular payments like rent, subscriptions, or utilities. You can set them up to automatically create expense entries at your specified frequency (daily, weekly, monthly, yearly).
How do I upload receipts?
When adding or editing an expense, click the camera icon to take a photo or the upload icon to select an image from your device. Our smart processing extracts expense details from the receipt automatically using OCR technology.
Can I work with groups or workspaces?
Yes! Create workspaces to collaborate with others. Share expenses, budgets, and insights with your team or family. Invite members via email and set different permission levels for each user.
What analytics does ExpenseFlow provide?
Access detailed analytics showing spending trends, category breakdowns, monthly comparisons, and forecasts. View interactive charts, export reports, and get AI-powered insights on your spending patterns.
Security
Is my financial data secure?
Yes! We use end-to-end encryption to protect your data. All sensitive information is encrypted both in transit (HTTPS/TLS) and at rest. We comply with industry standards and regularly conduct security audits.
What encryption standard does ExpenseFlow use?
We use AES-256 encryption for sensitive data and TLS 1.3 for data in transit. All communication with our servers is encrypted using industry-standard protocols.
Do you sell my data to third parties?
Absolutely not! We never sell, trade, or share your personal financial data with third parties. Your data is yours and remains confidential. Check our Privacy Policy for complete details.
Can I export and backup my data?
Yes! Go to Settings > Data > Export Data to download your expenses in CSV or JSON format. You can also enable automatic daily backups in Settings > Backup Settings for added peace of mind.
What should I do if I suspect a security breach?
Immediately change your password and enable 2FA if not already active. Contact our security team at security@expenseflow.com with details. We take security seriously and will investigate promptly.
How often do you update security measures?
We continuously monitor threats and update our security measures. We perform regular security audits, penetration testing, and stay updated with the latest security standards and best practices.
Billing
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express), PayPal, and digital wallets. All payments are processed securely through Stripe.
Can I cancel my subscription anytime?
Yes! You can cancel your subscription at any time from Settings > Billing > Subscription. Your service will remain active until the end of your current billing period.
Do you offer a free trial?
Yes! All premium features come with a 14-day free trial. No credit card required. After the trial period, you can continue with the free plan or upgrade to a paid plan.
Can I get a refund?
We offer a 30-day money-back guarantee for annual subscriptions. For monthly subscriptions, contact support within 7 days of purchase. Refunds are issued to the original payment method.
What's included in the premium plan?
Premium includes advanced analytics, unlimited workspace members, priority support, custom categories, API access, data export in multiple formats, and early access to new features.
Do prices vary by country?
Yes, we offer localized pricing in different currencies. When you visit our pricing page, you'll see prices adjusted for your location based on purchasing power parity principles.
Technical
What browsers does ExpenseFlow support?
ExpenseFlow works on all modern browsers: Chrome, Firefox, Safari, Edge, and Opera. For the best experience, use the latest version of your browser. We require JavaScript to be enabled.
What's the minimum internet speed required?
ExpenseFlow works with any internet connection. Even on slow connections, the app remains responsive. Since it's a PWA, you can work offline and sync when you reconnect.
How do I install ExpenseFlow as an app?
On Android: Open ExpenseFlow in Chrome, tap the menu, and select "Install app". On iOS: Open in Safari, tap the Share button, and select "Add to Home Screen". The app works offline and can send notifications.
How much storage space does the app need?
ExpenseFlow uses minimal storage. The PWA installation requires about 5-10 MB initially. Local data storage depends on your number of transactions but typically uses less than 50 MB for several years of data.
Is there an API for developers?
Yes! Premium users get access to our REST API. You can programmatically create, read, and update expenses, budgets, and analytics. Documentation is available at api.expenseflow.com.
Why am I experiencing sync issues?
Check your internet connection and ensure you're logged in. Clear your browser cache (Settings > Clear Data). If issues persist, disable and re-enable sync in Settings > Advanced. Contact support if the problem continues.
What should I do if the app is slow?
Try refreshing the page, clearing browser cache, or reinstalling the app. Disable browser extensions that might interfere. If you have thousands of transactions, this may naturally take longer. Premium users get optimized performance.