Open the app and tap "Get started"
On first launch the book list is empty. The button in the middle starts the setup wizard. Later on you add further books with the plus icon in the top right.
Choose local or shared
A local book stays on your phone. A shared book syncs to the cloud and can be used together with others. You can turn a local book into a shared one later, so if you are unsure, start local.
Give the book a name and a colour
The colour is what you recognise the book by in the list. Useful once you run more than one, for example household and holiday side by side.
Pick your income categories
All categories are pre-selected. Tap the ones you do not need to switch them off — a shorter list means fewer taps later when you record an entry.
Pick your expense categories
Same again for expenses. If something is missing, you can add your own category here and give it an icon.
Set a monthly budget where it helps
Switch on the categories you want to keep an eye on and type a monthly amount. You do not have to budget everything — groceries and eating out are usually enough to start with. Budgets can be changed at any time.
Add a savings goal (optional)
A savings goal is a category with a target amount, for example a holiday or an emergency fund. Every payment into it moves the progress bar.
Done: the book is in your list
The book is created and opens straight away. From here on, everything else is recording entries.
Frequently asked questions
As many as you want. Many people run one for the household and one per holiday or project.
Yes. Open the book, go to the members view and upload it. The entries you already recorded come along.
No. Budgets are optional. A book works fine as a plain record of what came in and what went out.