🚀 Getting Started
- Set your Annual Travel Budget at the top of the dashboard
- Select a year from the dropdown (or add a new one)
- Click + Add Trip to create your first trip
✈️ Adding Trips & Stops
- Each trip has a name, starting location, dates, and status (Planned / Booked / Completed)
- Click + Add Stop inside a trip to add destinations
- Each stop has its own expenses, dates, currency, and notes
- Reorder stops by dragging them or using the ▲/▼ buttons
- Shared expenses (like a round-trip flight) go in the "Shared / Trip-Wide" section
🧮 Entering Expenses
- Type a number in any amount field and move on
- Math expressions: type
10 + 7.50 + 15 and it calculates to $33 when you tab away
- Click back into a field to see and edit the original formula
- Works with
+ - * / (e.g., 150 * 3 for 3-night rates)
💱 Currency Converter
- Set a stop's Currency (e.g., EUR) and Rate (e.g., 0.92 = 1 USD buys 0.92 EUR)
- A column appears showing local currency amounts alongside USD
- All amounts are stored in USD — local amounts are display-only
💳 Points, Credits & Budget
- Points Used ($): dollar value of points/miles used (e.g., AMEX points covering a flight)
- Credits ($): refunds, shared bill reimbursements, etc.
- Out-of-Pocket = Total Spent − Points − Credits
- Remaining Budget = Budget − Out-of-Pocket (points/credits give you budget back)
💾 Saving Your Data
- Data auto-saves to your browser (localStorage) on every edit
- Click 💾 Save File to bake data into the HTML file itself
- The saved file is portable — move it to OneDrive, email it, open on another device
- If you close without saving, the browser will warn you
💡 Think of it like a Word doc — you edit, you save, the file has your work. Always click 💾 Save File before moving the file somewhere else.
📊 Exporting to Excel
- Click 📊 Export to Excel to download a workbook
- One sheet per year, categories as columns, trips as rows
- Stops are grouped under trips — expand/collapse with Excel's +/− buttons
📥 Importing from a Spreadsheet
- Click 📥 Import and select an
.xlsx file
- The tool maps columns like "Departure Date", "From", "To", "Lodging", "Food", etc.
- Each row becomes a trip — review and consolidate multi-stop trips after import
🔧 Other Features
- 🔍 Search: type in the search bar to filter trips by name, destination, or notes
- 📋 Duplicate: copy a trip's structure with zeroed amounts as a template
- 📈 Year-over-Year: compare spending across all years (below the dashboard)
- ☀️/🌙 Theme: toggle dark/light mode in the header
- 🖨️ Print: use Ctrl+P — the layout auto-adjusts for paper
- 🗑️ Clear Year: wipe all data for the selected year
🔒 Privacy
Your data never leaves your device. No servers, no accounts, no tracking. The only external request is loading the ExcelJS library for spreadsheet features.