Getting started

First login

You have multiple login options. You may use your email and password, existing Google account, or existing Apple account. As long as you use the same email address, you can switch between login methods to get into your account.

Setting up your profile

On the far right side of the top bar are three buttons. The question mark is the "Help" button, and the bell icon is the "Notifications" button. Next to these is your profile picture, which also serves as the "My account" button.

After logging in for the first time:

  1. Go to the top right corner of the screen.
  2. Click on your profile picture (next to the Help and Notifications icons).
  3. Select “My profile”.

Here, you can choose your profile picture, which you may upload from your device, or take a photo if you have a camera available.

Enter your first and last name in the area next to your profile photo.

Next is the Preferences section. Here, you can choose the language in which you'd like to use the app. You can also choose the theme, color, and size of the text, all according to your preferences.

In the Account section, you can set or change your password, which you will use to gain access to the app.

At the bottom of the screen, you will find a "Delete account" button, which allows you to delete your account and all associated data.

More information can be found on the How to delete your accont page.

Related articles

How to delete your account

Step-by-step guide on how to permanently delete your account. Learn what happens during the process …

Read More

Using analytics

Learn how to leverage analytics dashboards to visualize, analyze, and gain actionable insights from your …

Read More

Administration

Manage settings with ease: add and customize currencies, expense categories, and payment methods to tailor …

Read More

Overview of user interface

Explore the user interface overview to familiarize yourself with key features,navigation, and layout. Get a …

Read More

Archiving and deleting expenses

Learn how to efficiently archive your expense records to ensure secure storage, easy retrieval, and …

Read More

Add your first expense

Learn how to add your first expense quickly and easily with our step-by-step guide. Start …

Read More

Was this page helpful?

Home