Help & About

Learn how to use Sahab Budget and understand your privacy

Dashboard Analytics Settings About

Get Started in 5 Minutes

Follow these simple steps to start tracking your budget

Export Your Bank Transactions

Log into your online banking and export transactions as CSV file

Tip: Most banks have this option under "Download Transactions" or "Export"

Supported Banks: Sahab Budget works with Chase (credit & debit) and First Financial Bank (debit). Other banks may work too, but these are officially tested and supported.

Upload CSV Files

Click "Upload CSV Files" on the Dashboard and select your exported files

Tip: You can upload multiple months at once

Review Auto-Categorization

Your transactions are automatically sorted into categories like Groceries, Gas, etc.

Tip: Drag and drop transactions to move them between categories

Set Monthly Budgets

Go to Settings → Categories & Budgets to set spending limits for each category

Tip: Start with your average spending and adjust over time

Create a Backup

Go to Settings → Data Management to download a backup of your data

Important: Regular backups ensure you never lose your data

Complete Feature List

Everything Sahab Budget can do for you

Dashboard

View monthly spending summary
Interactive pie and bar charts
Category-wise breakdown
Drag & drop recategorization
Quick stats widget
Compare multiple months

Analytics

Spending trends over time
Year-over-year comparison
Top merchants analysis
Search transactions
Custom date ranges
Export search results

Settings

Customize categories
Set monthly budgets
Configure auto-categorization keywords
Manage merchant rules
Backup & restore data
Export to CSV/JSON

Smart Features

Automatic categorization
Duplicate detection
Merchant learning
Budget alerts
All data combined view
Custom date ranges

Feature Details

Auto-Categorization

Transactions are automatically sorted based on keywords you define. For example, transactions containing "WALMART" go to Groceries.

Smart Learning

When you drag a transaction to a different category, the app remembers and applies the same rule to similar future transactions.

Flexible Date Views

View individual months, all data combined, or custom date ranges to analyze specific periods.

Complete Data Control

Export your data anytime as CSV or JSON. Import previous backups to restore or merge data.

Tips & Tricks

Get the most out of Sahab Budget

Keyboard Shortcuts

Drag + Drop - Move transactions between categories

Click category name - View all transactions in that category

Hover on charts - See detailed amounts

Best Practices

Upload data monthly for consistent tracking
Review and adjust categories weekly
Set realistic budgets based on past spending
Create backups before major changes
Use custom date ranges for vacation spending

Pro Tips

Bulk categorization: Add multiple keywords separated by commas
Quick compare: Use "Compare Months" to spot spending trends
Find transactions: Use Search in Analytics to find specific purchases
Track subscriptions: Create a "Subscriptions" category with service names as keywords

Common Issues

Wrong categorization?
Add more specific keywords in Settings

Lost data?
Always use the same browser and create regular backups

CSV not working?
Ensure it has Date, Description, and Amount columns

Frequently Asked Questions

Q: What CSV format is supported?

A: Any CSV with columns for Date, Description/Merchant, and Amount. Most bank exports work automatically.

Q: Which banks are supported?

A: Sahab Budget officially supports Chase Bank (credit and debit cards) and First Financial Bank (debit cards). Many other banks may work as well since we support standard CSV formats, but these two are tested and guaranteed to work properly.

Q: Can I use multiple bank accounts?

A: Yes! Upload CSVs from different banks - they'll all be combined and categorized together.

Q: How do I track cash transactions?

A: Create a simple CSV with your cash transactions and upload it like any bank file.

Q: Is there a mobile app?

A: Sahab Budget works in mobile browsers. Save it to your home screen for app-like access.

Your Financial Data is 100% Private

Sahab Budget runs entirely in your browser. Your data never leaves your device.

🔒 Complete Privacy Guarantee

💻

100% Local

All processing happens in your browser. No servers, no cloud, no external connections.

🔐

Your Data Stays Yours

We cannot see, access, or retrieve your financial data - it's technically impossible.

🚫

No Analytics or Tracking

No Google Analytics, no cookies, no tracking pixels. Complete privacy.

📱

Works Offline

Once loaded, the app works completely offline. No internet required.

How Your Data is Stored

Your data is saved in your browser's localStorage:

✅ Data Persists When You:

Close the tab
Close the browser
Restart your computer
Come back days/weeks later

⚠️ Data is Lost When You:

Clear browser data/cache
Use Incognito/Private mode
Click "Clear All Data" in settings
Use privacy/cleaning tools

💡 Pro Tip: Regular backups from the Settings page ensure you never lose your data. Export your data monthly!