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Quick Start
Get started with My Planner
Complete these basics and your planner will be ready for daily use.
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Today
Today Summary
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Appointments0
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IncomeRM 0
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Total AssetsRM 0
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Accounts
Recent Transactions
Smart Overview
What needs your attention now.Transactions
| Date | Type | Account | Category | Payee / Source | Reference | Amount |
|---|
Recurring Transactions
Automatically create regular salary, subscriptions, fees and other repeating transactions.Accounts & Wallets
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LiabilitiesRM 0
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Cash / Bank / E-wallet
Credit / Liabilities
Monthly Budget Planner
Plan, edit and review your budget month by month.
Planned IncomeRM 0
Planned ExpensesRM 0
Planned SavingsRM 0
BufferRM 0
Budget by Category
Budget Health
50 / 30 / 20 Guide
Budget History
Last 6 monthsSpending Review
Monthly & Yearly spending analytics with detailed reports.
Total ExpensesRM 0
Top Category—
Top Account—
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Spending insight
No expense data for this period yet.
Report Center
Income & Expense Report
My Planner
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Total ExpensesRM 0
NetRM 0
| Date | Type | Account | Category | Payee / Source | Reference | Note | Amount |
|---|
Expenses by Category
—Expenses by Account
12-Month Spending Trend
Detailed Breakdown
Money Position
CurrentMoney AvailableRM 0
Net WorthRM 0
Highest ExpenseRM 0
Top Expense Category—
Planner Calendar
📌 Event✅ Task🗓️ Appointment💰 Finance
Selected Day
TodayBookable Appointment Schedule
Set your working hours and slot duration.Bookable scheduleTurn off to hide available appointment slots.
Working DaysChoose the days clients can be booked.
Different hours by dayOptional
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Available Slots
Choose a dateSavings Goals
Help & Tutorials
Simple guides to help you get value from My Planner quickly.
Getting Started
Your first five setup steps.Need help fast?
Use the guide that matches what you want to do.My Planner Basics
Three rules that prevent the most common mistakes.💰Money In / Money Out
Use Income for money received and Expense for money spent. Choose the account where the money actually moved.
🔁Transfers are not expenses
Moving money between your own accounts should use Transfer so income and spending reports stay accurate.
🧭Budget vs actual
Your budget is the plan. Transactions are the actual spending. My Planner compares both automatically.
Frequently Asked Questions
Answers to common first-time questions.Where should I start?
Start with Accounts, enter or edit your opening balances, record your first transaction, then set a monthly budget. After that, add tasks and enable reminders.
What is the difference between Expense and Transfer?
Expense is money you spent. Transfer only moves money between accounts you own, so it should not increase your spending total.
Why does my account balance change?
Current balance is calculated from the opening balance plus all Income, Expense and Transfer transactions linked to that account.
How does the monthly budget work?
Set a budget amount for each expense category. My Planner compares it with transactions in the selected month and shows remaining budget and usage percentage.
How do reminders work?
Enable browser notifications, choose your reminder preferences, then save and sync reminders. Scheduled reminders can open My Planner when clicked.
Can I install My Planner like an app?
Yes. Use the Install button when supported by your browser. Once installed, My Planner runs as a PWA from your device.
Why can only one device edit My Planner at a time?
To protect your financial and planner data from two devices overwriting each other, My Planner allows one active editing device per account. You can still install the app on your phone, laptop or tablet, but only one device is active for editing at a time.
How do I switch from my phone to my laptop?
Open My Planner on the laptop and choose Switch to This Device. The laptop becomes the active device and loads the latest cloud copy first. The phone will automatically pause editing until you switch back.
Will switching devices delete my data?
No. My Planner keeps the cloud copy as the source of truth and stores a local recovery backup before a device switch. The new active device loads the latest cloud copy before editing is enabled.
What does Use Cloud Copy (Restore Cloud) do?
Use Cloud Copy replaces the data on this device with the current copy stored in My Planner Cloud. It does not delete the cloud copy. Before replacing local data, My Planner keeps a local recovery snapshot on this device. Use this option when you have confirmed that the cloud copy is the correct and latest version.
When should I use Use This Device instead of Use Cloud Copy?
Choose Use This Device only when the data on the current device is the correct or newest copy and you intentionally want it to become the cloud copy. Choose Use Cloud Copy when the cloud already contains the correct data and this device should match it. If this device has newer unsynced changes, do not choose Use Cloud Copy until you are sure those changes are no longer needed.
Can I choose Use Cloud Copy on both my phone and laptop?
Yes, but only after you have verified that the current cloud copy is correct. Both devices will then match the same cloud data, while only the active device can edit. If you are unsure which copy is correct, first use the device with the correct data, make it active, choose Use This Device and wait for Cloud synced. Then choose Use Cloud Copy on the other device.
How do I get the latest My Planner update after installing the app?
My Planner checks for a new PWA version when the app opens, returns to the foreground, and periodically while it remains open. When an update is ready, you will see Update Available. Save any open form, then choose Restart & Update. Signing out and signing in again does not update the installed app by itself.
Settings
New
Help & Tutorials
Getting started checklist, quick guides, FAQs and the welcome tour.Categories
Manage one category type at a time.Expense Categories
Categories used when recording money out.App & Cloud
Local only☁
Not signed inYour data is stored on this device.
Secure Cloud SyncConnect Firebase to sync between devices.
Last successful syncNever
Offline-safe
Active DeviceSign in to manage your active device.
Signed out
App UpdateMy Planner v15.5.2 • Updates are checked automatically when the app opens.
v15.5.2
Sync recoveryChoose which copy wins only if you need to recover from a sync conflict.
Push NotificationsNot enabled
BackupDownload a portable JSON backup. Store it securely because the file is not encrypted.
RestoreRestore a My Planner backup. You can then sync it to cloud.
Reset local dataResets only the currently active local profile. This does not delete your cloud copy.
Notification & Automation
Setup neededChoose what My Planner should remind you about. Background push works after Cloud Messaging and Functions are configured.
No reminder sync yet.
Bills & Due Reminders
Track unpaid, overdue and recurring bills. Marking a bill paid can create the expense transaction automatically.
Data & Recovery
SafetyLast local save—
Last cloud sync—
Last backup downloadNever
DiagnosticsCheck local storage, cloud, notifications and service worker.
Subscription & Billing
Your My Planner Premium access.Plan—
Status—
Access Until—
Sign in to check subscription access.
Subscription Admin
Server-authorized account overview.Total Users0
Active / Trial0
Past Due / Cancelled0
| User | Plan | Status | Trial / Period End |
|---|
Production Readiness
Check setupApp Check and background Web Push still require your Firebase keys/configuration before they can show as ready.