Quick Start Guide

How to Use EyeCash

Follow these steps to connect accounts, build a realistic budget, and stay on track.

1. Create Your Account

Sign up in under a minute. We'll guide you through a quick, friendly setup so the app fits your goals from day one.

2. Connect Your Bank (Optional)

Securely link your accounts to import transactions automatically. Connections are read‑only and protected with bank‑level encryption.

3. Set Up Your Budget

Pick categories, add monthly amounts, and let EyeCash track progress for you. Prefer manual? You can add transactions yourself.

4. Review Insights and Trends

See where your money goes, spot patterns, and get clear, actionable recommendations to save more and cut overspending.

5. Tackle Debt With a Plan

Use our payoff tools to compare strategies, track balances, and watch timelines shrink as you make progress.