Quick start

To create a useful first forecast, choose a primary currency, add at least one account, and enter the main income and expenses you expect.

1. Choose a primary currency

When you first open the app, choose the currency you use most often. Balansly will show the main budget forecast in this currency.

This does not limit your other data: accounts and transactions can use any supported currency.

2. Add accounts and wallets

At the Accounts and wallets step, select Add account and enter:

1. a clear name, such as “Main card”;
2. the current balance;
3. the account currency;
4. an optional note.

Add any other accounts that should contribute to the total balance. See Accounts, wallets, and currencies for details.

3. Add the main transactions

At the Income and expenses step, select Add transaction. Start with:

• recurring income, such as salary;
• an essential monthly expense, such as rent or a loan payment;
• several significant recurring expenses;
• a large one-off payment, if you already know about it.

For each transaction, choose its type, category, frequency, currency, amount, and due date. See Planned income and expenses.

4. Check the result

After completing the setup assistant, open Overview. You should see the total balance, upcoming transactions, and the forecast for the end of the month or year.

Then open Budget and move through several months. Check that salary and essential payments appear on the expected dates.

Check the result

Setup is complete when:

• the current total matches the sum of the accounts in that currency;
• upcoming transactions appear in the correct order;
• expected income and expenses are visible in the forecast;
• adding a test one-off purchase reduces the forecast by its amount.

If something looks wrong, first check the currency, amount, frequency, and date of each transaction.

Next, choose a manageable review routine.