GETTING STARTED

1. Register your accounts (Accounts):

• Bank accounts
• Cash at reception
• Credit or debit cards

2. Define your categories (Categories). This will make it easier to organize and control income and expenses.
Examples of common categories:

• Subscriptions
• Rent
• Fixed bills (internet, electricity, water, etc..)
• Variable expenses (materials, events, etc..)

3. Register some automations (Automations) to make registration easier.

For example:

• whenever there is “plan xxx” in the transaction, assign the category Subscription