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Welcome to BudgetView! This guide will walk you through creating your account, setting up your first wallet, and recording your first transaction in just a few minutes.

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What You’ll Accomplish

Create Account

Set up your BudgetView account with email or Google authentication

Create Wallet

Create your first wallet to track your finances

Record Transaction

Add your first income or expense transaction

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Before You Begin

BudgetView is a modern personal finance management platform built with:
  • Next.js 16 with React 19 for a fast, responsive interface
  • Supabase for secure authentication and data storage
  • Real-time updates for instant balance calculations
  • Multi-currency support with automatic BCV (Venezuelan Central Bank) rate conversion
BudgetView uses Row Level Security (RLS) through Supabase to ensure your financial data remains completely private and secure.

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Step 1: Create Your Account

Navigate to the BudgetView login page at http://localhost:3000 (or your deployment URL).
1

Choose Authentication Method

You have two options to create your account:Option A: Email & Password
  1. Click on “Regístrate” (Sign up) at the bottom of the login form
  2. Enter your email address
  3. Create a strong password (minimum 8 characters, no spaces)
  4. Click “Crear cuenta” (Create account)
Option B: Google Sign-In
  1. Click the “Continúa con Google” button
  2. Select your Google account
  3. Grant the necessary permissions
// BudgetView uses Supabase Auth for secure authentication
const { error } = await supabase.auth.signUp({
  email: '[email protected]',
  password: 'your-secure-password'
})
2

Verify Your Email (Email Sign-Up Only)

If you signed up with email:
  1. Check your inbox for a verification email from BudgetView
  2. Click the verification link
  3. You’ll be redirected to a confirmation page
  4. Return to the login page and sign in with your credentials
Your account will not be fully activated until you verify your email address. Check your spam folder if you don’t see the email within a few minutes.
3

Access Your Dashboard

After successful authentication, you’ll be automatically redirected to your dashboard at /dashboard.The dashboard displays:
  • Summary cards showing income, expenses, balance, and transaction count
  • Expense breakdown by category (pie chart)
  • Trend analysis (line chart)
  • Budget alerts

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Step 2: Create Your First Wallet

Wallets in BudgetView help you organize your finances across different accounts (e.g., Cash, Bank Account, Savings).
1

Navigate to Wallets

From your dashboard, click on “Gestionar billeteras” (Manage wallets) or navigate directly to /dashboard/billeteras.
2

Create a New Wallet

  1. Click the ”+” button in the top-right corner labeled “Nueva billetera” (New wallet)
  2. In the dialog that appears, enter a descriptive name for your wallet
    • Examples: “Cash”, “Bank Account”, “Savings”, “Credit Card”
    • Maximum 13 characters
  3. Click “Crear billetera” (Create wallet)
// From: app/dashboard/billeteras/page.tsx
const { data: { user } } = await supabase.auth.getUser()

const { error: insertError } = await supabase
  .from('billeteras')
  .insert({ 
    nombre: 'Cash',  // Wallet name
    usuario_id: user.id 
  })
You can create multiple wallets to organize different types of accounts. Switch between them using the wallet selector in the header.
3

Verify Wallet Creation

Your new wallet will appear in the wallet list, displaying:
  • Wallet name and status (“Activa” or “Sin movimientos”)
  • Current balance (starts at $0.00)
  • Income and expense totals
  • Transaction count
  • BCV equivalent amounts (if available)

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Managing Your Wallets

Once created, you can:
  • Rename a wallet by clicking the “Editar” (Edit) button
  • Delete a wallet using the “Eliminar” (Delete) button (only if it has no transactions)
  • Switch between wallets using the dropdown in the dashboard header
  • View Global view to see all transactions across all wallets
You cannot delete a wallet that has transactions associated with it. Delete all transactions first, or keep the wallet for historical records.

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Step 3: Record Your First Transaction

Now that you have a wallet, let’s add your first financial transaction.
1

Select Your Wallet

  1. Navigate to Transacciones (Transactions) from the sidebar menu, or go to /dashboard/transacciones
  2. Use the wallet selector in the header to choose the wallet you just created
You must select a specific wallet (not “Global”) to record transactions. Global view is read-only.
2

Choose Transaction Type

In the “Registro de Transacciones” (Transaction Registration) form on the left:
  1. Click either:
    • “Gasto” (Expense) - for money spent
    • “Ingreso” (Income) - for money received
The button will highlight in red (expense) or green (income).
3

Enter Transaction Amount

  1. Enter the amount in the “Monto” (Amount) field
  2. Choose your currency:
    • USD (US$) - United States Dollars
    • Bs (BCV) - Venezuelan Bolívares (requires BCV rate to be available)
  3. If using BCV, the system will automatically show the USD equivalent
// Entering $50.00 USD
const monto = 50.00
const amountCurrency = "USD"
// Stored directly as: 50.00
All amounts are stored in USD in the database for consistency. The BCV rate is fetched in real-time for accurate conversions.
4

Select Date and Category

  1. Click the date picker to select when the transaction occurred (defaults to today)
  2. Choose a category from the dropdown:
    • Categories are filtered by transaction type (income vs expense)
    • Default categories are created when you first use the app
    • You can create custom categories in the Categorías section
Select the most specific category available to get better insights from your expense breakdown charts.
5

Add Description (Optional)

Add a brief description to help you remember the transaction:
  • Maximum 280 characters
  • Examples: “Grocery shopping at Walmart”, “Freelance payment from Client X”
This is optional but highly recommended for better tracking.
6

Save the Transaction

Click the “Guardar Transacción” (Save Transaction) button.
// From: app/dashboard/transacciones/page.tsx
const transactionData = {
  monto: 50.00,  // Amount in USD
  tipo: 'gasto',  // Type: 'gasto' or 'ingreso'
  descripcion: 'Grocery shopping',
  categoria_id: 'category-uuid',
  usuario_id: user.id,
  billetera_id: 'wallet-uuid',
  fecha_transaccion: new Date().toISOString()
}

const { error } = await supabase
  .from('transacciones')
  .insert(transactionData)
You’ll see a success message, and the transaction will appear immediately in the “Historial de Movimientos” (Movement History) panel on the right.

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View Your Transaction

After saving, you can:
  • View the transaction in the history panel with color-coded type indicators:
    • 🔴 Red circle with down arrow = Expense (Gasto)
    • 🟢 Green circle with up arrow = Income (Ingreso)
  • Edit the transaction by clicking the pencil icon
  • See BCV equivalent displayed below the USD amount (if rate is available)
  • Filter transactions by period using the date range selector
Your wallet balance updates automatically in real-time when you add, edit, or delete transactions.

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Next Steps

Congratulations! You’ve successfully set up your BudgetView account and recorded your first transaction. Here’s what to explore next:

Create Categories

Organize your transactions with custom income and expense categories

Set Up Budgets

Create spending limits and receive alerts when approaching your budget

Explore Dashboard

Analyze your finances with interactive charts and insights

Export Data

Download your transactions in CSV, PDF, JSON, or TXT format

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Tips for Success

Make it a habit to log your income and expenses daily or weekly. This ensures accurate financial tracking and better insights.
Clear wallet names, category labels, and transaction descriptions make it easier to understand your spending patterns later.
Check the dashboard analytics to identify spending trends, top expense categories, and budget status.
After a few weeks of tracking, use your actual spending data to create achievable budgets that help you reach your financial goals.

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Getting Help

If you encounter any issues or have questions:
BudgetView is actively maintained. Report issues or request features on the GitHub repository.

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