Keeping track of your total balances helps you monitor your overall financial health and see how your wealth grows over time. In the Total Balance Breakdown, all your accounts are automatically tracked, giving you a clear picture of your finances.

However, if you have USD accounts, you need to update the USD to PHP conversion rate manually to ensure accurate tracking.


💱 Adjusting the USD to PHP Conversion Rate

If you have USD accounts, follow these steps to update the exchange rate:

  1. Go to the Total Balance Breakdown section.
  2. Locate the Dollar to Peso Rate field.
  3. Update the rate monthly based on the current exchange rate.
  4. This ensures that your total balance reflects the actual PHP value of your USD holdings.

📅 Logging Monthly Totals

To track your financial progress over time, it's important to log your monthly balances.

  1. Click the "Add to Monthly Logs" button at the end of each month or before making any edits to your balances.
  2. This will save a snapshot of your total balances for that month, allowing you to track your financial growth and view the progress via graphs.