User Guide #

This guide covers the essentials of using Econumo.

Contents #

• Introduction
  • Sign Up
  • Sign In
  • Password Recovery
• Accounts
  • Account creation
  • Managing your accounts
  • Shared access
• Transactions
  • Adding transactions
  • Editing a transaction
  • Deleting a transaction
• Classifications
  • Create a category, tag, or payee
  • Update or delete
  • Archive or unarchive
• Budgets
  • Budget creation
  • Update budget details
  • Manage your budget
  • Budgets list
  • Shared access
• Shared access
  • Connect with another user
  • Remove connection between users
  • Check shared accounts and budgets
• User profile
  • Accessing your user profile
  • Updating your user profile

Sign Up #

Econumo (cloud) #

To start, create an account.

Registration requires a one-time payment. Once your payment is processed, you will receive an email with your credentials.

Econumo CE #

To register for Econumo CE, provide your Name (or nickname), Email, and Password.

Sign In #

To sign in, enter the credentials you provided (or received for Econumo Cloud) during sign up.

Password Recovery #

To recover your password, click on “Forgot Password?”, enter your email, and select “Restore.”

If an account exists with the provided email, you will receive an email with a confirmation code.

Enter the confirmation code and create a new password: