Register and Login
First of all you need to register to create a new account. Registration is completely free and needs just some common information. At the Registration part you specify your nickname, your e-mail address and your birth year.After clicking on Create Account you will get an e-mail with your registration information. Just click on the link in the e-mail and it's done.Now you have your account and can login. Login is done on the same page. Just enter your nickname or e-mail address and your password and click on Login.
You can register directly on your iPhone or on the website. There is no difference where you register and all services are enabled independent of your registration. If you forgot your password just enter your nickname/e-mail and whatever password. After clicking Login you will get an option to reset your password.
Settings
After you login there is a page called Settings. Here you have some options to customize the software to your needs. Specify the currency you want to use and your language.Changing your password can be done over here as well by specifying the password twice. Your new password is applied to the website, to the iPhone and also as forum login.
Categories
Categories are used to define for what your money is spent. Categories are grouped into Category Groups. With category groups it is easier to create meaningful reports.After you click on Categories on your Home page there will be a new page with the option Add Group. Click on it and you can enter the parameters for a new Category Group.The Name of the group should just explain what this group is all about (some ideas are at the bottom of the page). The Budget and Period defines how much money you intend to spend for this group during a specific period.
Next you create Categories for your groups. Just click on the green + symbol beside each group and you can add a category. Once again there are multiple suggestions at the bottom of the page.
Transactions
Now the real thing starts. Whenever you spend money just click on Transactions and you get an overview of your last 10 transactions. Click on the top right + symbol to enter a new transaction.For a new transaction you specify the Name of your spending, the Amount, the Date (automatically today) and the Category you want to assign it.By the way, we call it transactions because there will be options for your income later on as well - but not at the moment.
Reports
Of course you want to get some insights into your spending habits. That's what reports are used for. Click on Reports and you get a graphical overview of your spendings by category group. Below the graphical report you find the numbers.Your report is shown over a specific period of time (day, week, month, year) which can be changed at the top of the page.
The pie chart uses 3 different types of color: