Accountant User manual
Contents

First setup

Set your reporting currency, decide on demo data, and turn on reminders.

What you'll do: finish the welcome screens and get Accountant ready for your first transaction. It takes about a minute.

1. Finish setup

When you open Accountant for the first time, you see Welcome to Accountant.

  1. On the Finish setup card, tap Reporting currency and choose the currency you think in, usually your home currency. All totals and reports are shown in it.
  2. Decide whether to turn on Add demo data (see below).
  3. Read the Terms and conditions and Privacy Policy (both are linked), then tap Continue.

Reporting currency is not a limit. Your bank, cash and card accounts can each use a different currency. The reporting currency is only the one used for totals and reports. You can change it later in Settings โ€บ Reporting currency; see Multi-currency.

2. Demo data or a fresh start

Add demo data fills the app with sample accounts and a few months of transactions, so you can explore the reports, the dashboard, credit cards, loans and multi-currency without entering anything yourself.

Sample data can't be synced. If you turn on Sync across devices while demo data is present, the app asks you to Remove sample data first.

3. Transaction reminders

Next, the app asks to send you notifications. Tap Enable notifications to get reminders for scheduled transactions, credit card due dates, loan payments and savings goal milestones. Tap Skip if you don't want them; you can allow them later in Android settings.

What next?

  1. Set up your accounts: your cash, bank accounts, cards and loans, with their current balances.
  2. Record your first transaction.
  3. Take a short tour: Navigating the app.