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🚀 Getting Started
Set up Casviz and learn your way around in five minutes.
First-time setup
The first time you open Casviz, a short welcome flow appears:
- Tap Get Started on the welcome screen.
- Choose your main currency (use the search box to find it). All totals, dashboards and reports are shown in this currency.
- Tap Set Up App. Casviz creates a default set of account groups and income/expense categories for you.
- Tap Go To Home. You are now on the Transactions tab and ready to add your first entry.
Important
Your main currency can only be changed while you have no transactions. Pick it carefully. See Currencies.
The four main tabs
| Tab | What it is for |
|---|---|
| Transactions | Your daily log of income, expenses and transfers. Switch between Daily, Budget and Calendar views, search and filter. Learn more |
| Analytics | Charts and reports: Overview, Stats, Cards, Goals, Loans, Bills, Recurring and Reports. Learn more |
| Accounts | All your accounts (cash, bank, cards, loans, goals…) grouped, with net worth. Learn more |
| Settings | Categories, currencies, budgets, alerts, backup, security, theme and more. Learn more |
Recommended first steps
- Open Accounts and add the real accounts you use (cash, bank account, credit card…). See Accounts.
- Review your categories in Settings → Income Categories / Expense Categories and rename or add the ones you need. See Categories.
- Add your first transaction with the + button. See Add a transaction.
- Turn on Auto Backup so your data is never lost. See Backup & Restore.
- Optional: set a passcode, add budgets, and set up reminders.
Tip
Everything you enter stays on your phone. There is no account or sign-up needed to use Casviz.
Key ideas in one minute
- Account – a place where money lives or is owed (Cash, Bank, Credit Card, Loan…).
- Account group – a folder that organises accounts on the Accounts tab.
- Category – what a transaction was for (Food, Salary…). Categories can have subcategories.
- Transaction – an Income, Expense or Transfer between two accounts.
- Main currency / sub-currencies – the currency you report in, and others you also spend in.
- Budget – a spending limit for a category over a Daily, Weekly, Monthly or Yearly period.