Usage Guide

Go to the registration page by clicking "Sign up".

Enter your full name, email address and a strong password (at least 8 characters, with letters and numbers).

Click "Create account". We'll send a 6-digit code to your registered email.

You'll be redirected to the verification page. Copy the code from the email and paste it into the 6-digit field.

After verifying, you'll be redirected to login. Sign in with your email and password.

Go to "Settings" from the navigation menu.

In the "Accounts" section click "New account".

Enter the account name (e.g. Pichincha Bank, Credit card, Cash) and select a type and color.

Enter the initial balance of the account. This is the amount your account starts with in the app.

Click "Save". You can create as many accounts as you need.

Go to "New transaction" from the menu.

Fill in the form fields: amount, type (Income or Expense), category, account and date.

Optionally add a description to remember what the transaction was about.

If the expense had a bank fee, enter it in the "Fee" field — it's recorded as a separate expense with its own category.

The account selector shows the available balance. If the expense (plus the fee) exceeds the balance, you'll see a warning.

Click "Save transaction" to confirm. Use "Clear" if you want to reset the form.

In "New transaction" change the top selector to "Internal transfer".

Choose the source and destination accounts, enter the amount and (optional) the bank fee.

The app automatically creates 2 transactions: a withdrawal in the source account and a deposit in the destination account, both with the "Internal transfer" category. If you add a fee, a third one is created as an expense under "Bank fee".

Click the indigo circular button with the + icon in the bottom right corner of any page.

The same transaction form (amount, type, category, account, description and date) will open without leaving the current page.

When you save the transaction, the panel closes automatically and you can continue where you left off.

You can also close the panel with the Escape key, the close button, or by clicking outside the panel.

Go to "History" from the navigation menu.

Use the Type, Category and date filters to find specific transactions.

Click the pencil ✏️ icon to edit an existing transaction.

Click the trash 🗑️ icon to delete a transaction (you'll be asked for confirmation).

From the Dashboard you can see the total balance, income and expenses for the month.

The monthly chart shows the evolution of income and expenses over recent months.

Expenses by category show where you're spending the most.

When creating your account for the first time, the welcome wizard will ask you to select your preferred currency.

Available currencies are: USD (Dollar), EUR (Euro), MXN (Mexican Peso), COP (Colombian Peso), CRC (Colón), ARS (Argentine Peso), CLP (Chilean Peso), PEN (Peruvian Sol), BRL (Brazilian Real) and GBP (British Pound).

If you want to change it later, go to your "Profile" and select a new currency in the corresponding field.

Go to "Commitments" from the menu and select the "Subscriptions" tab.

Click "New subscription" and enter the service name, amount and billing account.

Select the billing frequency using the 4-option selector: Daily, Weekly, Monthly, or Yearly.

At the top you'll see an estimated monthly total for active subscriptions. Non-monthly frequencies are normalized (daily ×30, weekly ×4.33, yearly ÷12).

You can pause a subscription without deleting it by clicking "Pause". When reactivated, it will count again in your estimated monthly total.

To edit or delete a subscription, use the action buttons on each card.

From your avatar in the menu, access your profile to change your name, photo and preferred currency.

In "Settings" you can manage your bank accounts (name, type, color and initial balance) and create custom categories.

System categories (Food, Transport, etc.) are available to all users.

Go to your "Profile" and find the "Active space" section, or go directly to "Manage spaces".

Click "Create family space" and choose a name (e.g. "My family" or "Home"). You'll become the owner of the space.

The owner generates an invitation link and shares it with whoever they want. The link expires in 7 days and can be regenerated or revoked at any time.

To join an existing space click "Join with code" and paste the link or code that was shared with you.

Switch between "Personal" and your family spaces from the selector in the side menu (desktop/mobile web) or from your "Profile" → "Active space".

Inside the family space, each transaction shows "by [name]" so everyone knows who recorded the movement.

The owner can rename the space, remove members or delete it entirely. Each member can leave whenever they want.