Quick Start

This page walks you through the first three steps of bookkeeping: recording your first entry, getting to know the home page, and setting your first budget. It takes about five minutes.

Step 1: Record your first entry

1. On the home page, tap "Record an entry" (on the Android app, the "＋" button at the bottom right)
2. Pick the top-level category (expense / income / other), then the specific category — for example "Dining"
3. Enter the amount
4. Add more details as needed: date (today by default), ledger, tags, note
5. Save, and you're done

The entry page also offers a few handy toggles — turn them on as needed:

Toggle	What it does
Exclude from income & expenses	The entry only shows up in the transaction list and is left out of income / expense statistics — for transfers, internal moves, and the like
Exclude from budget	The entry does not use up this month's budget — for non-spending outlays such as investments or loan repayments
Star	Mark an entry as important so it's easier to find later
Discounted price	Enter the original price and the discount, and the amount actually paid is calculated for you

Step 2: Get to know the home page

The home page is the one you'll open most often:

• Income & expense overview: this month's income, expenses, and balance (income − expenses), plus how they changed from last month
• Estimated spending: this month's total spending, projected from your average daily spending over the last 180 days — know where you stand before the month ends
• Budget and remaining: this month's total budget and how much is left
• Health score: the entry point to your current income & expense health score — tap it for details
• Calendar: see each day's entries by date
• Heatmap: a full year of recording intensity — the more consistently you record, the "hotter" it gets
• Trend: income, expenses, and balance over the last 12 periods

Step 3: Set this month's budget

1. Open the "Expense budget" page and select this month
2. Tap "Add budget", enter the amount, and save
3. From then on, the home page and the budget page both show "used / remaining", and you get a prominent alert when spending gets close to or exceeds the budget

Start with the few categories you use most

You don't have to get fine-grained about every category right away. Record a full month first, then look at "Spending profile" and "Income & expense insights" to see where most of your money goes, and set separate budgets for the biggest categories — that works best.

Next steps

• Entry details and advanced tips: Record an entry
• Organize your categories, tags, and ledgers: Bookkeeping basics
• Make sense of your analysis data: Analysis overview