Security and Privacy

Tap on the menu icon on the top left of the screen, navigate to Settings, and scroll down to Wipe All Data. Tap the Wipe From Server button to confirm your option. The purpose of this is when you want to start with a fresh application and have no previous inputs being considered. 

Warning: This is an irreversible action. This will delete all your data from our servers as well as your phone. You will not be able to recover it through our system or your own. Your profile itself will still be available, and you will be able to use any old locally stored data files to upload it back to the server\ but this will only update it to when the data file was created and not more recently. 

Are you looking to delete your entire profile with us? 

Tap on the menu icon on the top left of the screen, navigate to Settings, scroll down to the Delete Account option, and press Delete Account on the next screen. 

Warning: This is an irreversible action. This will delete all your entire profile from our servers including your transactional data and any other information we store. Our system will no longer recognize your email address as one in the system and you will have to start from scratch.  

Do you want to wipe your data clean while still keeping your profile with us? 

Tap on the menu icon on the top left of the screen, navigate to Settings, tap on the first option of Security to set up a 4 digit passcode. Enter your selected digits and press Set Pin, now the application will only be opened when unlocked against the pin. Devices with biometric locks enabled will allow you to unlock via the set biometric as well when this lock is in place.

To remove the pin, tap Security again, enter your current pin to confirm the action and press Remove Pin.

Getting Started

Starting your financial journey is super simple!

To keep track of your spending, you first need to set up an account to spend from!

Press the + button on the first card on your dashboard. Select an account type and add how much you have in this account. You’re all set to track your spending!

Track your spending through the + button at the bottom of the screen. Select whether this is something you’re spending (an expense) or something you’re receiving (an income), or even if this is a loan you’ve taken or given to someone.

Add in the amount, category, and account you’re spending from – and you’re all set to record your transaction! Want to add more details so you can recall the transaction better? No, problem! You can add in a description, labels, link a receipt from your storage, and even connect it to an event happening in your life.

Take this to the next level and add a budget to decide what you can spend this month. Scroll to the bottom of the dashboard and press Create next to Your Budgets. Select a category and an amount you don’t want to cross; this will create a monthly repeating budget for you.