Help Center

GETTING STARTED

How do I add my first expense or income?

Open your Monefy app and tap the "-" (red) button for an expense or the "+" (green) button for income.
Enter the amount; the app uses your default currency but you can tap the ticker to switch.
If you keep several wallets or cards, pick the account. Adjust the date or add a short note if you wish.
Finally, choose a category icon (e.g. Food, Rent).
The transaction appears instantly in the list and updates the donut chart.

How do I customise or create new spending categories?

Open ⋮ Menu → Categories.
Depending on whether you wish to add a new Expense or Income category tap Add ( + ) on the section header.
On the New Category screen:
- Name – type anything (e.g. “Vacation”).
- Icon – pick from the colour-coded grid that best suits your new category
Tap Add in the top-right corner. Your new category now shows up in the quick-select grid whenever you log an expense.
To edit or delete a given category, tap it in the overview list from the side menu. Any changes you make will also modify previous transactions that have used the category.

Can I set monthly or weekly budget limits?

Monthly budgets (iOS & Android):

Open ⋮ Menu → Settings (gear icon)
Scroll down to Balance → Budget mode and check it off.
Set your limit for the current month.
The donut chart now shows a green progress ring and percentage remaining.

Weekly budgets (Android only)

In Settings → First day of week, pick the day that suits you.
Return to Budget mode and switch Period from Monthly to Weekly.
Enter your weekly cap; the ring resets every seven days.

Need something more granular? Create multiple “sub-budgets” by tagging recurring expenses or splitting categories (e.g. “Dining-Out-Weekdays” vs “Dining-Out-Weekends”).

How do recurring transactions work?

When you’re adding an expense or income, tap the circular-arrow icon in the top right corner.
Choose a start date and (optionally) an end date.
Select a frequency: daily, weekly, monthly, yearly or custom interval.
Tap Add. Monefy will automatically post each instance on schedule—no extra action required.
To edit or delete a series, open any occurrence from the transaction list and make your changes. You can then choose to update:
- Only that one record (if its a one-off change);
- All future records, keeping past as they are; or
- All records (including past).

Good to know: Recurring transactions are stored locally or in the same Google Drive/Dropbox file you sync with, so they’ll propagate to every device that shares the same account.

Features & customization

Can I track cash, cards and bank accounts separately?

Yes. Monefy calls each “pocket” an Account.

Tap ⋮ Menu → Accounts (wallet icon).
Hit Add account. Pick an icon, name (e.g. Cash, Visa, EUR Bank), opening balance and currency.
When logging a transaction, tap the tiny wallet icon-chip to choose which account it affects.
View per-account balances via ⋮ Menu → Accounts or by swiping the doughnut-chart header.
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Pro tip: Premium users can create unlimited accounts and hide archived ones (great for expired cards).

Does Monefy support dark mode?

Navigate to ⋮ Menu → Settings (gear icon).
Scroll down to General Settings → Dark Theme and tick the checkbox.
‍Force-close and reopen Monefy so every screen and widget refreshes with the new colours.

Pro Tip: Switching back to light mode is the same—untick Dark Theme, restart the app, and you’re back to classic mint-green.

How do I change my Main Currency?

Navigate to ⋮ Menu → Settings (gear icon).
Scroll down to General Settings → Currency.
Choose between the 150+ currencies Monefy supports.
A change to your Main Currency will propagate across your Accounts that use this to log expenses / income automatically.

How do multiple-currency conversions work?

You set each rate yourself in the Currencies section of your settings. If for example you use USD as your Main Currency and wish to set up a conversion to Euros, once a USD→EUR rate exists, every transfer or report that spans those two currencies uses that rate. If no rate exists Monefy falls back to 1 : 1.

To set up an exchange rate (example setting up USD to EUR):

Tap ⋮ Menu → Currencies (coin icon).
Select Euro (EUR) — the currency you want to convert into from your Main Currency.
Press the green “＋”. In the Exchange rate box, enter how many euros one U.S. dollar buys. Example: if 100 USD = 92 EUR, type 0.92.
Set the Date that rate takes effect and tap the ✓ button. You’ll see the new rate listed under the currency.
When you now make a Transfer between a USD account (e.g. Cash USD) and an EUR account (e.g. Holiday EUR), the transfer screen shows: "Amount (USD) × 0.92 = Result (EUR)" and saves both legs correctly. So if you transfer 100 USD from your cash savings to your holiday Euro account, you will end up with 92 EUR given the exchange rate.

How do I change the first day of the week and month?

Week start:

Tap ⋮ Menu → Settings (gear icon).
Scroll down to General Settings → First day of week.
Pick Monday, Sunday or any day — budgets update instantly.
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Month start:

Tap ⋮ Menu → Settings (gear icon).‍
Scroll down to General Settings → First day of month.
Select between 1–31. Handy if you’re paid mid-month and want budgets to line up with payroll.

DATA BACKUP & SYNCING

How do I enable Google Drive or Dropbox synchronisation?

Navigate to ⋮ Menu → Settings → Synchronization.
Tick either Google Drive or Dropbox.
Sign in with the account you want to use and grant storage permission.
Monefy creates a secure folder ( Apps/Monefy ) and uploads a small encrypted database file.
Your data will now sync to the selected cloud account.

Need to sync pause? Just untick the provider; your local data stays intact until you re-enable it.

I switched phones — how do I restore my data?

If you used Drive/Dropbox sync:

Install Monefy on the new phone.
Go to Settings → Synchronization, tick the same provider and log in with the same account.
Wait a few seconds; your categories, budgets and transactions will download automatically.

If you used manual backups:

On the old device: Settings → Data Backup → Create data backup to generate a backup file.
Transfer that file to the new phone (e-mail, AirDrop, etc.). It should be located in your phone Files.
On the new phone: Settings → Data Backup → Restore data, browse to the file and confirm.
Restart the app — your history should now appear.

Why is my sync stuck?

Common causes & quick fixes:

No internet or VPN blocking Drive/Dropbox: Toggle Wi-Fi/4G, disable VPN, then reopen Monefy.‍
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Account token expired: Re-authenticate: Settings → Synchronization → Untick → Tick again and sign in.

Duplicate or corrupted backup file: In Drive/Dropbox, delete the monefy backup file, then resync from the device with the latest data.
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Battery optimisation killing background tasks (Android): Whitelist Monefy under Settings → Battery → Unrestricted.
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Device clock out of sync: Enable automatic date & time; cloud services reject requests with “future” timestamps.
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If none of these work, create an export file as a safety copy and reach out via Settings → Contact support with your log file attached.

Privacy & security

Where is my data stored and who can access it?

By default (no sync):
Your entire budget lives in a single, encrypted database file that stays inside Monefy’s private sandbox on your device. Other apps—and even Monefy’s developers—can’t read it.
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If you enable cloud sync:
The same encrypted file is merely copied to a folder called Apps / Monefy in your own Google Drive or Dropbox account. Only people who already have access to that cloud account can see it; Monefy’s servers never touch the file.
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When you create a manual backup:
The file is saved to whatever location you pick in the iOS Files app or Android file picker. Anyone who gets a copy of that file plus the app could restore it, so store backups somewhere secure.

Does Monefy share any data with third-party advertisers?

No. Monefy contains zero ad SDKs. Nothing is sold or forwarded for marketing purposes. If we ever do implement such SDKs, you will have full control whether your data is shared with that respective third party.

How do I turn on passcode or Face ID / fingerprint lock?

Open ⋮ Menu → Settings (gear icon).
Scroll down to General Settings → Passcode protection.
Toggle the passcode switch to ON and choose a 4-digit PIN.
(Optional) switch on Use biometric so Face ID, Touch ID or your device fingerprint scanner can unlock the app.
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After that, Monefy asks for the PIN or biometric every time you launch it, and again if you leave it in the background for more than 30 seconds (you can change that timeout in the same screen).

Forgot the PIN? Delete and reinstall the app to clear it — but make sure you have a backup first or your data will be lost.

Is Monefy GDPR-compliant?

Yes. Monefy is built so that you remain the data controller:

Data is stored locally by default; nothing is uploaded unless you choose to sync.
All optional features—cloud sync, manual backups, biometric lock—require explicit opt-in.
You can erase everything at any time by deleting the app or removing the Drive/Dropbox backup.
The app collects no personal identifiers unless you e-mail support. Those e-mails are processed under “legitimate interest” and can be deleted on request.

How do I delete all my data?

Warning: since Monefy does not store any of your data in the cloud, we cannot assist in getting your data back if you delete it all. Be sure you wish to clear all your data completely before completing the steps below.
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To fully delete your data:

Open ⋮ Menu → Settings (gear icon).
Scroll down to Data Backup.
Tap Clear data or Delete database
All data on your device will be removed.
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Note: uncheck any cloud sync options before if you wish to fully clear all data.

SUBSCRIPTION

I bought Premium but the app is still in Free mode — what do I do?

Firstly, make sure you’re signed into the same Apple ID or Google Account that made the purchase on your phone. Then:

Open ⋮ Menu → Settings (gear icon).
Scroll down to General Settings → Upgrade Monefy.
On the paywall scroll to the very bottom and tap Restore Purchase, then wait 5–10 seconds. If nothing changes:
- Android: open Play Store → profile icon → Payments & subscriptions → Budget & history. Check that the order is “Completed.”
- iOS: go to Settings → Apple ID → Media & Purchases → Purchase History. Confirm the Monefy line item,
Reboot the phone, launch Monefy again, and try to Restore purchase one more time.

Still stuck? Send your Purchase ID to support via ⋮ Menu → Settings → Contact support so we can unlock Premium manually for you. You can copy your Purchase ID from your settings directly.

“Purchase ID” — where can I find it?

Your Purchase ID is used by support to assist with any premium related issues. You can find it by:

Open ⋮ Menu → Settings (gear icon).
Scroll down to General Settings → Copy Purchase ID.
The ID is now copied to your clipboard. You can paste it directly in an email to our support team.

What is the refund policy on the App Store and Google Play?

App Store (iOS):

Within 14 days in most regions: visit reportaproblem.apple.com, sign in, choose Monefy, select Request a refund, and explain why.
Apple handles the money; Monefy unfortunately cannot approve or deny iOS refunds directly.
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Google Play (Android):

Within 48 hours: open Play Store → profile icon → Payments & subscriptions → Budget & history → select the order → Refund.
After 48 hours: Google directs you to the developer. Send your GPA order number to support and they’ll process it manually if the request is reasonable.
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Note: Refunds usually appear on your card within 5–10 business days, depending on the bank.

troubleshooting

The app crashes on launch after an update — how do I fix it?

If your app is freezing or crashing, please try the options below:

Force-close Monefy and reopen it.
Reboot the phone to clear any stale RAM.
(Android only): Settings → Apps → Monefy → Storage → Clear cache (not data).
Check the store for a new hot-fix build; install if one is available.
If crashes persist:
- Make a manual backup (if the app opens long enough).
- Delete Monefy, reinstall from the store, and restore the backup.
If the first screen never appears, e-mail support with your device model, OS version and — if possible — the last .bak backup so they can reproduce the bug. If you're able to make a screen recording from your phone this also helps our devs reproduce your issue.

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