Version [1.0] – Last updated [29 April 2025]

Table of Contents

1. Getting Started

   1.1 What Is Auditum?

   1.2 System Requirements

   1.3 Installation & First Launch

2. Creating and Managing Your Account

   2.1 Sign-Up

   2.2 Email Verification & MFA

   2.3 Biometric Login (Optional)

   2.4 Resetting Your Password

3. Quick Tour of the Home Screen

   3.1 Balance Widget

   3.2 Budget Rings

   3.3 Recent Transactions Feed

   3.4 Alerts & Notifications Panel

4. Adding Financial Data

   4.1 Manual Expense Entry

   4.2 Receipt Scanning (OCR)

   4.3 Importing CSV / PDF Statements

   4.4 Recording Income

   4.5 Linking Dependents

5. Working with Budgets

   5.1 Creating a Budget Envelope

   5.2 Editing or Deleting a Budget

   5.3 Real-Time Budget Alerts

6. Setting Financial Goals

   6.1 Creating a Goal

   6.2 Tracking Progress

   6.3 Marking a Goal as Achieved

7. AI-Powered Features

   7.1 Automatic Transaction Categorisation

   7.2 30-Day Spending Forecast

   7.3 Advisor Chat – Getting Personalised Insights

8. Reports & Exports

   8.1 Viewing Monthly Summaries

   8.2 Generating PDF or CSV Reports

   8.3 Sharing Reports Securely

9. Settings & Personalisation

   9.1 Currency & Locale

   9.2 Dark / Light Theme

   9.3 Notification Preferences

   9.4 Privacy Controls & Data Deletion

10. Troubleshooting & FAQs

    10.1 Common Error Messages

    10.2 Sync Issues

    10.3 Contacting Support

11. Appendix

    A. Glossary of Icons

    B. Keyboard Shortcuts (Web)

    C. Legal Notices & Open-Source Licences