Getting started with WalletHistory is simple. Follow these three steps to take control of your finances.
Register with your email and a password, then confirm your email address with the link we send you. A Cash account and a set of default categories are created for you.
Add your other accounts, such as a bank account or a card, under Profile → Accounts. Your own categories and tags can be created under Profile → Categories and Profile → Tags.
Enter your income and expenses as they happen. Each transaction belongs to an account and a category, and you can add a tag or a note.
Add bills and salaries that repeat under Profile → Recurring, and move money between your own accounts with a transfer.
Purchases are easy to forget, so keep your receipts and enter them regularly.
Once you have a few weeks of transactions, set weekly or monthly budgets for your expense categories and create a savings goal.
Open Reports to see your cash flow, spending by category, a comparison of periods, your balance over time and a forecast. Invite a partner or family member under Profile → Household to share your view.
Create an account and record your first transaction in a few minutes.
