🚀 Getting Started

First Login: Use password admin
Change Password: Click ⚙️ (Settings) → Change Password
Important: After changing password, "admin" will be permanently disabled for security.

📁 Managing Projects

Create New Project:
1. Click "+ New Project" button
2. Enter project name (e.g., "Cape Town Office Build")
3. Enter total budget in Rands (R)
4. Click "Add Project"

Edit Project:
1. Select project from dropdown
2. Click "Edit Project"
3. Change name or budget
4. Click "Save Changes"

Delete Project: Edit Project → Click "Delete Project" (red button)

💰 Adding Expenses

Add New Expense:
1. Select a project first
2. Click "+ Add Expense"
3. Fill in: Date, Category, Description (optional), Amount
4. Click "Add Expense"

The expense appears in the table with:
• Running Total - Cumulative spending
• Remaining Budget - How much is left (🟢 green = good, 🔴 red = over budget)

✏️ Inline Editing (Quick Edit)

Edit Any Expense Field Directly:
1. Click on any cell in the table (Date, Category, Description, or Amount)
2. The cell turns into an input field (blue border)
3. Make your changes
4. Press Enter or click outside to save
5. Press Escape to cancel changes

💡 Tip: No need to open a modal - just click and edit!

🏷️ Managing Categories

Add Custom Category:
1. Click "Manage Categories"
2. Type new category name
3. Click "Add"

Edit Category: Click "Edit" next to category name
Delete Category: Click "Delete" (only works if category is not in use)

Default Categories: Travel costs, Accommodation, Visas, Legal costs, Taxes/VAT, Bank costs, Salaries, Contractors, Equipment, Insurance, Cash expenses, Other

💾 Auto-Save & Backup

Auto-Save (Automatic):
• All changes save instantly to your browser
• No "Save" button needed
• Data persists when you close/reopen
• ⚠️ Warning: Clearing browser data will delete everything

Backup (Manual Protection):
1. Click "💾 Backup Now" (green button)
2. Choose where to save (Desktop, Documents, Cloud folder)
3. File saved as: enzar_budget_backup_2025-10-14.json

💡 Best Practice: Backup weekly to Google Drive/OneDrive

Restore Backup:
1. Click "Restore Backup"
2. Select your .json backup file
3. Confirm to restore
4. ⚠️ This replaces all current data

⚙️ Backup Settings

Click ⚙️ (gear icon) to configure:

1. Auto-backup reminder when closing:
• Warns you before closing if you have unsaved backups

2. Auto-backup every X changes:
• Prompts you to backup after 10 changes (adjustable)

3. Backup reminders:
• Shows warning if you haven't backed up in 3 days (adjustable)
• Color-coded status: 🟢 Recent | 🟡 Due | 🔴 Overdue

4. Change Password:
• Access password change form
• Reset to default "admin" if forgotten

🖨️ Printing Reports

Print Current Project:
1. Select project from dropdown
2. Click "Print Current Project"
3. Review print preview
4. Save as PDF or Print to paper

Print All Projects:
• Click "Print All Projects" to create multi-page report
• Each project on separate page
• Professional format with company header

🔒 Security & Passwords

Default Password: admin (first login only)

After Changing Password:
• "admin" is permanently disabled
• Must use your new password
• Refresh/logout won't reset it

Forgot Password?
1. Click ⚙️ → Change Password
2. Click yellow "Reset to Default Password" button
3. This re-enables "admin"
4. Change it again after logging in

Logout: Click "🚪 Logout" to secure app when stepping away

💡 Tips & Best Practices

✅ Change default password immediately after first login
✅ Backup weekly to cloud storage (Google Drive, OneDrive, Dropbox)
✅ Use inline editing for quick corrections - just click and type
✅ Watch the backup status bar - it shows days since last backup
✅ Name backups with dates - makes restoration easier
✅ Test your backups - restore them occasionally to verify
✅ Keep multiple backup copies in different locations
✅ Use categories consistently for better expense tracking
✅ Print monthly reports for record keeping
✅ Don't clear browser data unless you have recent backups

❓ Troubleshooting

Can't login? Use "Reset to Default Password" button
Lost all data? Browser data was cleared - restore from backup
Backup not working? Try different browser (Chrome/Edge recommended)
Changes not saving? Check browser console (F12) for errors
Need help? Contact your system administrator