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
• Recurring Transactions
  • Creating a recurring transaction
  • Posting or skipping a payment
  • Editing and deleting a schedule
• Classifications
  • Create a category, tag, or payee
  • Budget tags and reporting tags
  • Update or delete
  • Merge duplicates
  • Archive or unarchive
  • Searching a long list
• Budgets
  • Budget creation
  • Update budget details
  • Manage your budget
  • Budgets list
  • Completing, duplicating and archiving a budget
  • Shared access
• Plan
  • Opening the Plan view
  • Reading the sheet
  • Planning a month
  • The Balance row
  • Keeping a long sheet readable
• Shared access
  • Connect with another user
  • Accept or decline a sharing request
  • Remove connection between users
  • Check shared accounts and budgets
  • Access status
• Multi-Currency
  • Accounts in different currencies
  • Cross-currency transfers
  • Currency in your budget
• Currencies
  • Choosing which currencies you see
  • Adding your own currency
  • Editing or deleting a custom currency
• User profile
  • Updating your user profile
  • Sessions
  • API tokens
• CSV Import & Export

Sign Up #

Switch to the Sign up tab and provide your name (or nickname), email, and password (entered twice to confirm). The form is the same whether you use Econumo at app.econumo.com or Econumo Self-Hosted.

Econumo at app.econumo.com A new account starts with a 45-day free trial, and no payment card is required to sign up. To keep using Econumo after the trial, make a one-time payment. See Econumo Editions for details.

Econumo 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 email and password you provided during sign-up. If your Econumo instance enables single sign-on, an or continue with divider below the form offers Google, Apple, or a custom OpenID Connect provider — password sign-in stays available either way.

Note Signing in through a provider for the first time creates a new, passwordless account if your server allows registration. You can add a password afterwards from Settings → Profile → Change password, or link the provider to an account you already have from Sign-in methods.

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:

Note Resetting your password is a deliberate account reclaim, not just a password change: it signs you out everywhere, revokes API tokens, and unlinks any sign-in provider that vouches for a different email address than your own. Your shared budgets and connections are left alone.

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 #

Your accounts, grouped into folders, fill the sidebar on desktop and tablet and the home screen on mobile; Budget & Plan above them opens your budget and its Plan view.

Everything that is not day-to-day spending lives in Settings, in three groups:

• Finances — Accounts, Shared access, Budgets & Plans, and Recurring transactions.
• Classification — Categories, Tags, Payees and Currencies.
• Data — Import and Export CSV.

On desktop and tablet, open Settings 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.