Monie User Guide

1. Signing Up

To use Monie, create an account using your email address or sign in with GitHub. Please ensure your email is valid, as we will send you a verification email to activate your account.

2. Logging In

You can log in using your email or GitHub account. Note: since we're on a basic hosting plan, the backend may take a few seconds to wake up if it's been idle.

3. Dashboard Overview

After login, you'll be redirected to your dashboard. Initially, charts will not be displayed until you make at least one transaction.

4. Default Account

A default account named "Main" is automatically created. All your funds and transactions are initially channeled through this account.

5. Account Limit

You can create up to 7 additional accounts in addition to the default one, making a total of 8 accounts.

6. Transactions

Once you start adding transactions, they will appear under the respective routes: Income and Expenses.

7. Upcoming Features

  • Automatic currency conversion based on user location
  • Transaction exporting and reporting features
  • A mobile application
  • Parsing of financial data from user messages (e.g. emails/SMS)

Official communication will be provided once these features go live.