SpendShark Docs

Product guide for budgeting, spending, and planning.

This page explains what SpendShark does and how to use its core workflows: accounts, transactions, budgets, goals, and recurring bills.

Quick start

  1. Create an account from the sign-up page and log in.
  2. Add or import accounts to establish your current balances.
  3. Record transactions manually or via CSV import.
  4. Set monthly budgets and track category-level variance.
  5. Define savings goals and contribute over time.

Core features

Account overview

View balances, account types, and sync status in one dashboard.

Transaction analysis

Monitor category spend, cash-flow trends, and recurring charges.

Budget control

Set budget limits and compare current spend against monthly targets.

Savings goals

Track progress toward goal amounts and contribution milestones.

Data and privacy notes

  • Authentication and session checks gate access to personal finance data.
  • Private routes (dashboard and API endpoints) are excluded from indexing.
  • Public docs and product overview routes remain indexable for search and AI assistants.