Product Guide for Financial Clarity
Follow this operating manual to track expenses, manage subscriptions, and build a stable money system with Essara.
Start Here (First 3 Minutes)
01
Finish onboarding
Choose a clean start or sample data and configure your currency.
02
Set budget baseline
Define a realistic monthly spending target in Settings.
03
Log first entries
Start with rent, groceries, and transport for instant clarity.
Daily Flow (5 Minutes)
Morning check
Review budget pace from dashboard.
Log spend
Add transactions as they happen.
Tag recurring
Classify subscription charges correctly.
Night cleanup
Close the day with missing entries.
Weekly Review (Sunday, 15 Minutes)
- 1.Open dashboard and identify your top 3 spend categories.
- 2.Compare actual pace versus monthly budget target.
- 3.Review subscriptions and prune one low-value service.
- 4.Check investments and stay disciplined with your plan.
Monthly Reset (30 Minutes)
Budget tuning
Adjust only recurring misses, not isolated spikes.
Savings review
Compare month-over-month and lock in improvements.
Backup check
Export your data backup from Settings.
Savings Playbooks
Subscription Slimdown
Rank all subscriptions by value and cancel from lowest-value upward.
Category Leak Fix
Choose one over-budget category and enforce a weekly cap.
Cash Buffer Build
Move a fixed amount every payday into your cash reserve.
Impulse Spend Control
Log non-essential purchases and wait 24 hours before buying.
API + Agents
Base URL: https://essara.space/api/v1
POST - Create Transaction
curl -X POST https://essara.space/api/v1/transactions \
-H "Content-Type: application/json" \
-d '{
"amount": 42.80,
"description": "Groceries",
"category": "cat-food",
"type": "expense",
"date": "2026-02-17"
}'GET - Dashboard Stats
curl "https://essara.space/api/v1/dashboard/stats?month=2026-02"
Agent Intent Example
“Add expense 18.40 for lunch today” - parse fields - POST /transactions - confirm ID.