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How to do it
1. Choose what you want to track
Select Personal for everyday money, Portfolio for investments, or Business for bookkeeping. You can use more than one.
2. Add your first account
Add a bank, credit-card or investment account to the workspace. You do not need to register to get started. Enter transactions or import a supported statement.
3. Check your transactions
Review the dates, amounts and categories. Correct anything that does not look right.
4. Make your home screen yours
Choose the information you want to see, such as monthly spending, upcoming bills or account balances.
5. Save a backup
Create a backup once your information looks right. You can also choose to sign in and turn on Cloud Sync separately.
Good to know: Start with just one account. You can add more later.
Related guides
Want the bigger picture? Explore the Personal, Portfolio and Business product tour →