BACK TO HOW IT WORKS

Create an account

  1. Click "Sign Up"
  2. Click "Next"
  3. Tick the box and click "Next"
  4. Enter your email address
  5. Confirm your email address
  6. Go to your email account and click on “Press the button to start”
  7. Enter a password
SEE NEXT HOW TO: Add your first bank account
SEE PREVIOUS HOW TO: Create an account

Add your first bank account

  1. Select your bank from the list (if your bank is not listed, we unfortunately do not support your bank currently; but drop us a line if you would like us to add it)
  2. Insert your online banking username (the same you use for the website of your bank)
  3. Insert your online banking password (the same you use for the website of your bank)
  4. You have connected your first bank!
SEE NEXT HOW TO: Add an additional bank account (2)
SEE PREVIOUS HOW TO: Add your first bank account

Add an additional bank account (2)

Option 2
  1. Go to the Profile screen
  2. Click on "Settings" in the top right corner
  3. Click on "Cards & Accounts"
  4. Click on the "+" in the top right corner
  5. Follow the same process
SEE NEXT HOW TO: Check your transactions per account
SEE PREVIOUS HOW TO: Add an additional bank account (2)

Check your transactions per account

  1. Go to the Overview screen
  2. Click on one of your accounts
  3. Click on the transaction line to see the transaction details
  4. Scroll to the top and swipe to the left to see the transactions for your other accounts
  5. Tap on the account balance to return to the overview of all your accounts
SEE NEXT HOW TO: Search for a transaction (or something else)
SEE PREVIOUS HOW TO: Check your transactions per account

Search for a transaction (or something else)

  1. Go to the Feed screen
  2. Click on "Search"
  3. Type the category, name of a merchant or month you are searching for
SEE NEXT HOW TO: Add a transaction manually
SEE PREVIOUS HOW TO: Search for a transaction (or something else)

Add a transaction manually

  1. Go to the Overview screen
  2. Click on the Wallet account
  3. Click on "add transaction"
  4. Enter the amount
  5. Enter the description
  6. Select the type
  7. Select the category
  8. Select the date
  9. Click "Done"
SEE NEXT HOW TO: Hide an account from the overview
SEE PREVIOUS HOW TO: Add a transaction manually

Hide an account from the overview

  1. Go to the Overview screen
  2. Select the account you want to delete
  3. Click the "Configure" button
  4. Deselect the "Show on overview" button
  5. Click "Done"
  6. Please note that the balance of this account will not be included in the total balance calculation
SEE NEXT HOW TO: Unhide an account from the overview
SEE PREVIOUS HOW TO: Hide an account from the overview

Unhide an account from the overview

  1. Go to the Profile screen
  2. Click on Settings in the top right corner
  3. Click on "Cards & Accounts"
  4. Click on the account you want to unhide
  5. Select the "Show on Overview" button
  6. Click Done
SEE NEXT HOW TO: Exclude an account from your budget
SEE PREVIOUS HOW TO: Unhide an account from the overview

Exclude an account from your budget

  1. Go to the Overview screen
  2. Select the account you want to delete
  3. Click the "Configure" button
  4. Deselect the "Use the budget" button
  5. Click "Done"
SEE NEXT HOW TO: Disable an account
SEE PREVIOUS HOW TO: Exclude an account from your budget

Disable an account

  1. Go to the Overview screen
  2. Select the account you want to delete
  3. Click the "Configure" button
  4. Deselect the "Show on overview" button
  5. Deselect the "Use the budget" button
  6. Click "Done"
SEE NEXT HOW TO: View weekly/monthly reports
SEE PREVIOUS HOW TO: Disable an account

View weekly/monthly reports

  1. Go to the Feed screen
  2. Scroll down to find a weekly/monthly report icon
  3. Click on the icon, to view the weekly/monthly report
SEE PREVIOUS HOW TO: View weekly/monthly reports
STEP

Want to find out more?

VISIT OUR F.A.Q. PAGE