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How to use GuiaBolso on PC to save money | Utilities

GuiaBolso is a tool for managing money and personal finance for PC and iPhone (iOS) and Android phones. The platform's proposal is to connect the bank account and credit card to monitor expenses and generate financial graphs automatically. Thus, it is possible to access quickly, control monthly expenses and save.

The service guarantees that the information obtained is not shared with other companies, unless the user chooses to consult credit options through the platform. See, in the tutorial below, how to use GuiaBolso on your computer by Google Chrome.

How to use GuiaBolso, a financial control application?

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See how to download and install the Income Tax Declaration program Photo: Pond5

See how to download and install the Income Tax Declaration program Photo: Pond5

Step 1. Access the GuiaBolso website (guiabolso.com.br) in Chrome and create a new registration or log in to an existing profile;

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Create a new account at GuiaBolso Photo: Reproduo / Paulo Alves

Create a new account at GuiaBolso Photo: Reproduo / Paulo Alves

Step 2. After filling in the personal details, grant the service permission to access the bank account view. To do this, provide agency and account numbers, in addition to the Internet password. GuiaBolso will not be allowed to carry out operations.

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Add your bank account details in GuiaBolso Photo: Reproduo / Paulo Alves

Add your bank account details in GuiaBolso Photo: Reproduo / Paulo Alves

Step 1. On the first screen it is possible to access registered credit cards to check the progress of expenses. Access your account statement in the side menu;

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Access the account statement at GuiaBolso Photo: Reproduo / Paulo Alves

Access the account statement at GuiaBolso Photo: Reproduo / Paulo Alves

Step 2. Hover your mouse over one of the items and click the More details button;

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Edit expenses individually in GuiaBolso Photo: Reproduo / Paulo Alves

Edit expenses individually in GuiaBolso Photo: Reproduo / Paulo Alves

Step 3. Add tags and descriptions to help understand the context of the expense in a future query. It is also possible to mark as a duplicate and share the transaction. Also remember to check that the automatic categorization of GuiaBolso is correct. The information is important to check the possibilities of savings;

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Feed expense information and adjust the categorization of GuiaBolso Photo: Reproduo / Paulo Alves

Feed expense information and adjust the categorization of GuiaBolso Photo: Reproduo / Paulo Alves

Step 4. It is also possible to change the category, insert a description and mark several expenses as a duplicate at once. To do this, select more than one item to obtain a batch editing menu;

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Apply changes to several expenses at once in GuiaBolso Photo: Reproduo / Paulo Alves

Apply changes to several expenses at once in GuiaBolso Photo: Reproduo / Paulo Alves

Step 5. After the initial organization, use the filters at the top to view only expenses with a certain tag or a specific category. It is possible to see at a glance, for example, the expenditures made only with the supermarket.

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Filter the statement by type of expense in GuiaBolso Photo: Reproduo / Paulo Alves

Filter the statement by type of expense in GuiaBolso Photo: Reproduo / Paulo Alves

GuiaBolso relies on both expenses and sources of income to determine the monthly balance, but automatic tracking only takes place on accounts and cards. If you have income outside the bank and want to track expenses made with cash, I need to add a manual account.

Step 1. On the statement screen, click Add transaction and enter a new manual account;

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Create a manual account in GuiaBolso Photo: Reproduo / Paulo Alves

Create a manual account in GuiaBolso Photo: Reproduo / Paulo Alves

Step 2. Define name, type of account and enter the opening balance. Click Save to create. The value of the manual account is integrated into the total income. When this occurs, it will be possible to use the Add Transaction button to create an expense manually, made with amounts from outside the bank account.

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Enter the amount of the amount present outside your account tracked in GuiaBolso Photo: Reproduo / Paulo Alves

Enter the amount of the amount present outside your account tracked in GuiaBolso Photo: Reproduo / Paulo Alves

Step 1. With the statement organized and filled with all income and expenses, it is necessary to set monthly spending goals. Click on Planning and define your monthly income;

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Use the planning tool to set spending targets in GuiaBolso Foto: Reproduo / Paulo Alves

Use the planning tool to set spending targets in GuiaBolso Foto: Reproduo / Paulo Alves

Step 2. Choose a category and determine a monthly spending target;

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Set spending targets by category in the GuiaBolso Photo: Reproduo / Paulo Alves

Set spending targets by category in the GuiaBolso Photo: Reproduo / Paulo Alves

Step 3. Then, GuiaBolso will show the list of categories of expenses. Fill in all fields with the intended objectives.

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Set other goals by category and add new ones in GuiaBolso Photo: Reproduo / Paulo Alves

Set other goals by category and add new ones in GuiaBolso Photo: Reproduo / Paulo Alves

As GuiaBolso monitors your accounts and cards, the graph tool allows you to see an overview of expenses. It is possible to display information on expenses, revenues and the relationship of the two variables, according to the stipulated planning. The feature also allows you to use filters to create charts by period, tags and accounts and specific cards.

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Get expense graphs organized by time, type of expense or source of money in GuiaBolso Photo: Reproduo / Paulo Alves

Get expense graphs organized by time, type of expense or source of money in GuiaBolso Photo: Reproduo / Paulo Alves

Ready. Take advantage of the tips, start organizing your financial life through GuiaBolso and save.

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