Getting started
Your first ten minutes
Work through this once and the app is set up properly.
- Set your display currency. Settings (web sidebar, or More → App → Settings on the phone). Every total is shown in this currency, whatever the transaction was in.
- Add an account. Accounts → new. One for each real bank account or card you follow.
- Import a statement. Export a PDF from your bank, then Statements → upload. It appears as Pending and fills itself in, so you don't have to wait.
- Scan a receipt. On the phone, Money → Receipts → scan, then point the camera at the QR code on a fiscal receipt.
- Check the categories. Transactions (or Money → Transactions). Fix anything filed wrongly, because the rules you set up later build on these.
If nothing appears after step 3, open the statement itself. It carries its own status, and the reason if parsing failed.