This guide is designed to help new users understand where to begin, when to use each module, and how to move from personal finance into shared and project finance work without confusion.
Start here
Personal finance
Then add
Group workflows
Scale into
Projects & support
These actions are the fastest path to understanding how the app fits together.
Step 1
Open Personal Finance, choose a base currency, and add one tracked account.
Step 2
Create or accept a gang invitation.
Step 3
Upload a receipt and review the extracted items.
Step 4
Visit Projects only when work needs a budget and milestones.
If the guide does not cover your use case, open a support request from inside the app.
Use the guide first
It explains when each module becomes relevant so users do not enter the wrong workflow too early.
Learn by action
Each section below includes a direct link into the relevant area so users can learn and do at the same time.
Each area below explains when to use that module, what to do first, and where to go next.
Start with a private ledger so you understand your cashflow before moving into shared or project workflows.
Use Group Ledger when you need member visibility, invitations, and shared financial accountability.
Use shared receipts to record spend once, split it clearly, and resolve who owes what.
Use project workspaces for budgets, milestones, team invites, imported BOQs, and execution tracking.
Workflow details
Open each section for the practical steps and the right next action.