Off To A Great Start! 🚀 First Steps With Spendee 💰

Spendee
Spendee
Jan 12 · 5 min read
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New To Spendee?

That's awesome! If you are reading this post, it probably means that you just downloaded Spendee either on iTunes or Google Play or you signed up through our web app. 📲 Either way, you’ve just become part of the Spendee family. 👫

Even though most of our users think that Spendee is super intuitive and easy to use, we believe that a few more tips at the beginning of your Spendee journey will make your experience even more pleasant. 😍

  1. See all of your money in one place by tracking your cash flow
  2. Understand where it goes by analysing your spending habits
  3. Optimise your spendings & save money thanks to our smart budgets
  4. Learn more about personal finance through insights

1. Track Your Money

In Spendee, we call every expense and income “a transaction” no matter if you add it manually or it gets automatically imported from your bank account. The place where you add your transaction is called “a wallet.” A wallet can be cash for manual transactions or bank for transactions that have been imported from your bank account.

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A plus sign to add a cash transaction to your wallet.

In Spendee you can track your expenses in two ways. There is the modern, automatic way when you connect your bank account and then every time you pay by card or you receive money to your bank account the transaction will get imported and categorise in Spendee automatically. And what's even better — you can try it out in our 14-day free trial!

Or you can also use the good old way of tracking all your expenses manually. In this case, we recommend adding your transaction right after it occurs so you won’t forget about any of your expenses. To add your first transaction click on the green Plus button.

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Timeline page with all transactions and monthly cash-flow.

One of the biggest benefits of Spendee is seeing all of your money in one place! You can track your manual cash wallet as well as all of your bank accounts, e-wallets and crypto wallets.

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Wallets page showing different Wallets and total wealth.

2. Understand Where It Goes

Analyse your spending habits thanks to our beautiful graphs! After at least 5 transactions are added, it is a great time to visit the Overviews for the first time. You will enjoy all kinds of different graphs and analysis, such as the pie chart for a given month showing you the percentage of your expenses spend on different categories.

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Pie chart showing the distribution of expenses.

3. Optimise Your Spendings

Save more money thanks to our smart budgets! Now that you understand where your money goes, you can take necessary steps to reduce your spendings and save more money. We’ll notify you on your progress to make sure you are in green numbers and maintaining your positive cash flow!

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Save money thanks to smart Budgets.

4. Learn From Insights

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Activity section.

Embrace financial awareness. We are your best financial friend which proactively helps you to manage your personal finances and build a sustainable emergency fund. We’re ready to give you tips & tricks to help you with your daily decision making. We are preparing useful statistics, challenges and articles that you can read in the Activity section. We will be guiding you through all of the necessary steps to build financial health. Stay tuned!

Useful Tips & Tricks

Now that you understand the basics of the app, here are a few tips to make your life easier:

Create recurring transactions for expenses that you pay every month or week like rent, bills or insurance.

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Creating recurring transactions.

Label your transactions to keep yourself organised!

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Labels and categories.

Share wallets with your friends or family and manage your wealth together! No need to argue about money anymore. This is the perfect solution for everyone who wants to track their money with more users. You will have a great overview of who paid for what and how much you all spend in total. Learn more about them here!

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Shared Family Wallet.

Try Our 14-Day Free Trial

Unlock the full potential! With Spendee Premium, you'll be able to…

  • Share wallets with family or friends 👫
  • Organise your transactions with multiple labels ✅
  • See all your bank accounts & e-wallets in one place 💳
  • Control your spendings with unlimited wallets & budgets 💰
  • Save time with sync and automatic categorisation of transactions 🥐
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In case of questions, let us know at hello@spendee.com. We're ready to help!

Spendee: when your money talks

Stories from Spendee, the only mobile & web app that gets…

Spendee

Written by

Spendee

Personal finance app that gets your money into shape. Connect your bank. 💳 Track & analyze & budget your finances. 💰Download app here: http://get.spendee.com

Spendee: when your money talks

Stories from Spendee, the only mobile & web app that gets your money into shape. 💳 💰

Spendee

Written by

Spendee

Personal finance app that gets your money into shape. Connect your bank. 💳 Track & analyze & budget your finances. 💰Download app here: http://get.spendee.com

Spendee: when your money talks

Stories from Spendee, the only mobile & web app that gets your money into shape. 💳 💰

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