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 complete the first introduction.
2. If you want sync and cloud backup, sign in or create an account.
3. Add a simple income or expense in Entries.
4. Return to the home screen and check the monthly list and bottom summary.
5. Configure 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.