Help

Everything you need to get going — and a few tricks for later.

Start here

  1. 1

    Add a transaction

    Tap the + and log what you spent or earned. It lands in Transactions.

  2. 2

    Scan or import

    Snap a receipt, or bring in a bank CSV. We'll sort it out for you.

  3. 3

    Set a budget

    Set a monthly cap and the bar shows what's left.

  4. 4

    Create an account to sync

    Sign in once and your data follows you to every device.

Guides

Your money
  • Log what you spend and earn in Transactions — tap any row to edit it.
  • Turn a regular bill into a repeat in Recurring, and the future ones add themselves.
  • Cap a category in Budgets and the bar shows what's left.
  • Add who you split with in People, then share any expense in one tap.
  • See where it all goes in Analytics, and spot categories creeping up.
Your business
  • Track clients, invoices, and profit in Business.
  • Post opening balances and corrections in Journal — debits must equal credits.
  • Watch revenue, expenses, and net in Reports — flip to Accountant view for the full statements.
  • Every business number is built on a real double-entry ledger, so it always ties out.
  • Mark an invoice paid and it flows straight into your P&L.
Your clients
  • Add a client once in Clients & Deadlines — give its incorporation date and FYE (financial year end).
  • KoiX works out every ACRA and IRAS deadline — the company and tax filings — from there.
  • We'll remind you long before anything is due.
  • Mark each filing done as you go, so nothing slips.
  • Export the dates to your calendar as an .ics file.

New here again?

Replay the welcome tour any time.

Syncing across devices?

Manage your account in Settings → Account.