Your first expense

Add an expense, income, or savings contribution from the dashboard or transactions tab.

Logging your first entry takes about 30 seconds. After that, the Dashboard updates automatically so you can see where your money went.

Add an expense

Open the Dashboard tab.
Tap the + button in the center of the bottom bar (on phone), or Add expense on web.
Make sure the type is set to Expense (this is the default).
Enter the amount.
Pick a category (for example, Food or Transport).
Choose the wallet or payment method you used (for example, Cash or Debit card).
Change the date if the purchase was not today.
Tap Save.

Your dashboard totals update right away for the period you have selected (usually “This month”).

Add income

Income is money coming in — salary, refunds, gifts, and similar.

Tap + to open the add sheet.
Switch the type to Income.
Enter the amount, pick an income category, and choose where the money went (wallet or payment method).
Tap Save.

Income appears on the Dashboard and in Transactions under the Income filter.

Add a savings contribution

If you have a savings goal, you can add money toward it from the same + button:

Open the add sheet.
Choose Savings (this option appears when you have at least one active goal).
Pick the goal, enter the amount, and save.

The contribution shows in Transactions under Goals and updates your goal progress.

Optional fields

Field	When to use it
Note	Add context — “Birthday dinner”, “Weekly groceries”, etc.
Tags	Label entries for filtering later (for example, “vacation” or “tax-deductible”)
Visibility	If you are in a household, choose Private (only you) or Shared (visible to household members)

Record a transfer between wallets

A transfer moves money from one wallet to another — for example, from Cash to Checking. It is not counted as spending.

On the Dashboard, tap Record transfer in the header, or
Open Transactions, switch to the Transfers tab, and add a transfer from there.

Transfers need cloud sync. You must be signed in with cloud sync turned on. See Account & sync.

Edit or delete an entry

Go to Transactions.
Tap the entry you want to change.
Choose Edit to update fields, or Delete to remove it (you will be asked to confirm).

Deleted entries cannot be brought back unless you restore from a backup.

Split a bill with someone

When you pay for a group and others owe you their share, use Split bill in the add sheet. This works with Buddies & split contacts you set up under Settings → Family → Buddies & splits.

See Split expenses for the full walkthrough.

Helpful tips

Goal	How
Track recurring bills	Set up scheduled entries instead of typing the same bill every month
Fix a wallet total	Use opening balances in Settings → General → Preferences
Hide amounts in public	Turn on stealth mode under Settings → Account → Privacy
Paste from a bank SMS	On iPhone or Android, enable clipboard suggest in Preferences — the app may offer to fill in an amount when you open the add sheet