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Getting Started with Moneyscope

Welcome to Moneyscope.

Moneyscope helps you understand where your money goes, keep your accounts organized, and build better financial habits over time. You can use it to create a budget, track spending, record income, manage accounts, and see your financial picture in one place.

If you are new to the app, this is the best place to start.

New users can start with a 30-day free trial.

Important things to know before you begin​

Before you start setting up Moneyscope, keep these key points in mind:

  • You need an account to use Moneyscope. New users get a 30-day free trial with full access to all features.
  • Even if you mainly want to track expenses, Moneyscope still starts by creating your first budget setup.
  • Your main currency is set during budget creation and cannot be changed later.
  • You can create multiple budgets.
  • You can use Moneyscope in two main ways

    • 1. Budgeting - Use budgeting if you want to plan how much money you want to assign to different categories, such as groceries, rent, transport, or entertainment.

    • 2. Expense tracking - Use expense tracking if you mainly want to record what you spend and where your money goes, without fully planning your budget right away.

Key terms you will see in the app​

Here are the most important terms to know as you get started:

TermDefinition
BudgetYour budget is the main workspace you manage in Moneyscope. It holds your categories, accounts, and monthly planning.
AccountAn account is where your money is stored or owed, such as cash, a bank account, a credit card, savings, or a loan.
CategoryA category shows what a transaction was for, such as groceries, salary, transport, or rent.
PayeeA payee is who you paid or received money from, such as a store, employer, or person.
OutflowAn outflow is money spent from an account.
InflowAn inflow is money received into an account.
TransferA transfer moves money between your own accounts. It does not count as spending or income in your budget.

What to do next​

Use these guides to continue: