Guides for the things people actually do

• Open the sign-up form and enter your name, email address, and a password of at least 8 characters.
• Tick the agreement box. It is required before the form will submit.
• Confirm your email address using the link sent to you. It is valid for 24 hours.
• Sign in, then open Settings to choose your currency, date format, and how many rows each list shows.

• Start with Categories. Create the handful you actually intend to use rather than a long list you will abandon.
• Open Expenses and add each outgoing payment with a title, amount, date, and category.
• Open Income and add what came in, recording the source so salary and other streams stay distinguishable.
• Add a note or payment method where it will save you guessing later.

A month or two of history is what makes the reports meaningful. The trend views need more than one period before they say anything useful.

• Decide on a monthly allowance that reflects the whole month, not a single week.
• Set it for the month you want. Each month is independent, so a new month starts from its own configured figure rather than inheriting the previous balance.
• Review the dashboard summary each day. It separates your base budget, carry-forward from earlier days, and what is genuinely available today.

• Underspending early pushes money into the following days, so available amounts can be higher than your base budget.
• Overspending reduces carry-forward, and it can go negative. The dashboard shows the shortfall rather than hiding it.
• Months of different lengths are handled correctly, including February in a leap year.
• Category budgets are separate from the monthly figure and are set on the Categories page.

• Create the entry as you normally would.
• Mark it as recurring and choose a frequency: daily, weekly, monthly, or yearly.
• Use the recurring filter at the top of the Expenses or Income list to see only recurring entries.

• Open the Expenses page and use the import control, which accepts .csv files.
• Download the sample file first if you are unsure about the expected columns.
• Your file needs four columns: title, amount, expenseDate, and category.
• Category names are matched against categories that already exist in your account. Create any missing categories first, or those rows will be reported as unmatched.
• Import, then check the summary message for how many rows succeeded, failed, or were duplicates.

• Use the export controls on the Expenses and Income pages to download your records as CSV or JSON.
• Exports are generated in your browser and saved directly to your device.
• Exports happen when you ask for them. They are not an automatic or scheduled backup.
• Treat exports as your own backup and keep a copy somewhere you control, because the app is not a backup service.

If you need to remove your data entirely, there is no in-app deletion button. Contact the operator using the address on the Contact page and ask for deletion.

• Open Settings to see every notification type, including budget warnings, overspending alerts, large-expense flags, weekly summaries, recurring summaries, savings milestones, login notices, and import summaries.
• Each type has its own switch, so you can silence the noisy ones without losing the rest.
• Tune the thresholds that drive large-expense and spending alerts, and choose how many days ahead recurring reminders arrive.
• Verification and password-reset emails are always sent regardless of these switches, because they are required for account access.

• Use the monthly view to compare spending against income over successive months rather than judging one month in isolation.
• Use the category breakdown to see which categories are absorbing the budget, and compare that against the limits you set.
• Pay attention to the highest and lowest entries. An outlier is usually where a mistake or a subscription you forgot about is hiding.
• Treat projections as estimates. They extrapolate from incomplete information and are not forecasts.