Help · Quick start
Help and setup
Learn how to open your app, add bank data, save a backup, and move to another device.
🚀 Quick start in 4 simple steps
01
Open the ZIP file
On Mac, double-click the downloaded .ZIP file. On Windows, right-click it and choose Extract All.
02
Open the app
Double-click index.html. It will open in your browser. You do not need to install anything.
03
Try it or start fresh
Choose sample data to explore the app, or choose Start from scratch to add your own.
04
Choose your settings
Open Settings to choose your name, currency, and Safe-to-Spend buffer.
📥 Add transactions from your bank
Most banks let you download your transactions as a CSV file. To add that file:
- Sign in to your bank and download recent transactions as a CSV file.
- In the app, open Expenses & Transactions.
- Click Import CSV.
- Match the columns for date, name, amount, and category.
- Review the list and click Import. The app will warn you about possible duplicates.
💾 Save a backup or move to another device
Your data stays in the browser you use. Save a backup before you clear browser data or change devices.
Important: Download a backup before clearing browser data or changing computers.
- Save: go to Settings → Export Backup. Keep the file in Documents, iCloud, or Google Drive.
- Restore: open the app on the new device, go to Settings → Restore Backup, and choose your backup file.
💌 Still need help?
Email us with your question. We are happy to help.