Getting Started With FinNote

FinNote is a lightweight finance workspace built for day-to-day tracking and longer-term planning. The public pages let new visitors explore the product, while authenticated areas unlock record management, savings goals, saved calculations, and admin review tools.

Entry points

• Use the home page to understand the product surface quickly.
• Open the compound calculator to try a planning scenario before creating an account.
• Read the docs area when you want a structured reference instead of a marketing overview.

Guest flow

Guests can browse public pages without creating an account.

1. Open the landing page and review the main toolkit areas.
2. Visit the compound calculator to simulate growth scenarios.
3. Use the documentation pages to understand product structure and security choices.

Public access is intentionally limited. Saving calculations and managing personal records require authentication.

Signed-in user flow

Once authenticated, the product becomes an operational workspace instead of a read-only preview.

• Create categories so expenses stay organized.
• Add expense and income records to keep balances current.
• Create goals with target dates and saved amounts.
• Open the planner from a goal card to model the remaining amount.
• Save calculation runs so they appear in the dashboard history.

Admin flow

Administrative users can move beyond personal finance tracking into platform oversight.

• Review user accounts and role assignments.
• Inspect saved calculations across the system.
• Open audit logs to confirm sensitive actions.
• Check system-health data for runtime and storage visibility.

Recommended first checks

If you are evaluating the application for the first time, verify these paths first:

1. Register and confirm login/logout behavior.
2. Save one calculator run and confirm it reaches dashboard history.
3. Create at least one goal and open the planner from the goal card.
4. Review admin pages on a narrow viewport to confirm mobile-safe layouts.