Getting started with Moniepot
A step-by-step walkthrough of the eight tasks that take you from a blank account to a fully set-up budget — the same checklist you'll find in the in-app Getting Started panel.
Already using Moniepot?
Already signed in? The Getting Started panel is in the sidebar — it tracks your progress automatically as you complete each step.
1. Create your first budget
A budget is the container for all your spending categories and transactions. Each budget covers one calendar month.
- 1Go to Budgets in the sidebar.
- 2Click New budget to open the budget wizard.
- 3Enter a name (e.g. "April 2026"), a total monthly amount, and the month and year.
- 4Add spending categories — groceries, rent, dining out, etc. — each with its own limit.
- 5Click Create budget.
Not sure where to start? Use a template under Budgets → Templates to get a pre-built category structure.
2. Add spending categories
Categories break your budget into areas so you can see exactly where your money goes.
- 1Open a budget and click Add category.
- 2Give it a name and a spending limit.
- 3Repeat for each area you want to track.
Keep categories broad at first — you can always split them later.
3. Record your first transaction
Transactions are the individual expenses and income entries that fill your budget.
- 1From the Dashboard or Transactions page, click Add transaction.
- 2Choose Quick entry for a single transaction, Bulk entry for several at once, or Import CSV to upload a bank export.
- 3Fill in the amount, description, date, budget, and category.
- 4Click Save.
4. Set your preferred currency
Moniepot supports 150+ currencies. Setting yours ensures all amounts display correctly.
- 1Go to Settings → Account.
- 2Find the Currency field and select your currency.
- 3Click Save changes.
5. Set up recurring transactions
Automate regular income and expenses — salary, rent, subscriptions — so you don't have to log them manually each month.
- 1Go to Settings → Automation.
- 2Click New recurring income or New recurring expense.
- 3Enter the description, amount, budget, category (for expenses), and frequency.
- 4Set a start date and click Save.
Moniepot creates the transaction automatically on each scheduled date. If it ever misses a run, a Process now button appears on the Dashboard.
6. Set a savings goal
Savings goals let you track progress toward a financial target — an emergency fund, holiday, new laptop, anything.
- 1Go to Savings in the sidebar.
- 2Click New goal.
- 3Enter a name, target amount, and optionally a deadline.
- 4Click Create goal.
- 5Allocate transactions to the goal by selecting it in the Savings goal field when adding a transaction.
7. Invite a budget partner (optional)
Share a budget with a partner, housemate, or family member so you can track shared expenses together.
- 1Go to Settings → Users.
- 2Enter the person's email and first name.
- 3Select the budget and role (Owner, Editor, or Viewer).
- 4Click Send invitation.
Inviting members requires a paid subscription. During your trial the button is visible but disabled.
8. Explore your insights
Once you have a few transactions in, the Insights page shows spending trends, budget forecasts, and category breakdowns.
- 1Click Insights in the sidebar.
- 2Use the date range and budget filters to focus on a specific period.
- 3Review the spending trend chart, category breakdown, and upcoming transactions.