User Guide #

This guide covers the essentials of using Econumo — from your first sign-in to family budgeting with shared accounts.

Econumo works the same way in a desktop browser, on a tablet, and on a phone. Throughout this guide, every screen is shown on all three form factors: the desktop layout with the sidebar, the compact tablet layout, and the mobile layout, where lists open full-screen and actions live in bottom sheets.

Contents #

• Introduction
  • Sign Up
  • Sign In
  • Password Recovery
  • Getting started checklist
  • Finding your way around
• 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
  • Accept or decline a sharing request
  • Remove connection between users
  • Check shared accounts and budgets
• Multi-Currency
  • Accounts in different currencies
  • Cross-currency transfers
  • Currency in your budget
• User profile
  • Updating your user profile
  • Sessions
  • API tokens
• CSV Import & Export

Sign Up #

Econumo (cloud) #

Registration requires a one-time payment. Click Sign up, complete the payment, and you will receive an email with your credentials.

Econumo (self-hosted) #

To create an account in self-hosted Econumo, switch to the Sign up tab and provide your name (or nickname), email, and password (entered twice to confirm).

Note Self-hosted administrators can disable open registration with the ECONUMO_ALLOW_REGISTRATION environment variable and create users from the CLI instead.

Sign In #

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

Password Recovery #

Click Forgot password? on the sign-in screen, enter your email, and press Send code.

If an account exists with the provided email, you will receive a security code. Enter the code, choose a new password, and press Reset password:

Getting started checklist #

After your first sign-in, Econumo greets you with the Getting started checklist — a guided tour through the initial setup: add your accounts, enter (or import) your first transaction, review categories, tags, and payees, pick an avatar, connect with your partner, and create your budget. Each step links to the matching section of this guide, and completed steps are ticked off automatically.

Work through the steps in any order — the shortcut buttons (Add account, Import transactions, Choose your avatar) open the same dialogs described later in this guide. When you are done, press Finish setup at the bottom of the list. Nothing is lost by finishing early: every step remains available in Settings.

Finding your way around #

Everything that is not day-to-day spending lives in Settings: accounts and folders, shared access, budgets, categories, tags, payees, and CSV import/export. On desktop and tablet, open it from the bottom of the sidebar; on mobile, from the bottom of the home screen. Your name at the top of the screen opens your profile, and the API link at the very bottom opens the API reference for your instance.