Guides

Set it up properly, once

Short walkthroughs for the handful of things worth getting right at the start — opening balances, transfers, and your first budget.

  • Setup

    Your first three minutes

    Pick a currency, add the accounts you actually use, enter their opening balances — and record your first transaction. Everything else can wait.

    MoneyOps 360 Team3 minComing soon
  • Transactions

    Transfers, without double-counting

    Moving money from your bank to your wallet is neither income nor an expense. How to record it so your spending totals stay honest.

    MoneyOps 360 Team4 minComing soon
  • Budgeting

    Setting up your first budget

    Let the builder draft limits from what you have actually been spending, then adjust the two or three categories you already know are a problem.

    MoneyOps 360 Team5 minComing soon

Learn it by using it

The first three minutes are the whole setup: pick a currency, add your accounts, record one transaction.