First steps

Start with a few records so you can understand the app flow. Then organize categories, cards, goals, and alerts based on your routine.

Start here

1. Open the app and sign in.
2. Review the initial settings.
3. Add a simple income or expense entry.
4. Return to the home screen and review the monthly summary.
5. Enable backup before relying on the app every day.

Recommended flow

1. Add your most important entries first.
2. Adjust categories when entries start repeating.
3. Add cards if you use credit in your routine.
4. Create goals after you have a basic view of income and expenses.

Good practice

Add only a few records at first. Understand the flow first; then organize categories, cards, and goals.