How to Use a Free Profile

It’s free to handle basic tasks like managing your daily income and expenses.

1. Add expense

• Tap the “Add Expense” icon to access the “Add Expense” screen
• Enter the amount, note, and transaction date, then tap “Next: Select Category”
• Select a category for the expense, then tap “Next: Add Tag”
• Select relevant tags or create new ones, and tap “Done”

2. Add income

• Tap the “Add Income” icon to access the “Add Income” screen
• Enter the amount, note, and transaction date, then tap “Next: Select Category”
• Select a category for the income, then tap “Next: Add Tag”
• Select relevant tags or create new ones, and tap “Next: Jar Budgeting”
• Tab on ($) or (%) icon to setup your Jars then tap “Done”

3. Pins

• Navigate to “History” or “Report” to create a new Pin
• After sorting, searching, or filtering transactions to create a custom report, click the “Pin” icon at the top right corner
• Set a title, color, and select an icon, then press “Save”
• To view your Pins, go to the “Pins” section at the bottom right corner, where you’ll find the Pins you’ve just added under “Additional Pins”
• To manage your Pins, go to the “Home” screen and click “Edit” in the “Quick Pins” section.
• You can remove unnecessary Pins from “Quick Pins” and add your own from “Additional Pins”

4. View report

• Navigate to the “Report” tab to access the Report Screen
• Here, you can view charts and toggle between “Expense” and “Income” to see live transactions
• Use the “Filter” icon at the top right to filter transactions by date range, income/expense type, or tags. You can also save your report by pressing the “Pin” icon at the top right corner

5. Transaction History

• Navigate to the “History” tab to access the History Screen
• Here, you can view your total expenses and income, and scroll down for detailed transactions
• Use the Search, Filter, or Sort icons at the top right to customize your transaction view, then press the “Pin” icon to save your Pins