First steps

Onboarding

The first time you sign in to an account with no transactions, FundsFlow shows a short welcome:

1. Welcome to FundsFlow — a preview of the starter tags created for every new account, plus three choices: Add first transaction, Manage tags, or Skip.
2. Add from Telegram — an optional step to link the Telegram bot (Open Telegram to link) so you can log expenses from chat. You can skip it and link later in Settings → Accounts.

After that, the action you picked (adding a transaction or managing tags) opens. The welcome is shown once per browser.

Add your first transaction

Click Add Transaction in the header (or the round + button in the bottom-right corner):

1. Pick the date: Today, Yesterday, or Other date.
2. Choose Income or Expense and type the amount. The field accepts 1 500,50, 1,500.50, and simple sums like 120+35-5.
3. Pick one or more tags.
4. Optionally add a note and attach images or PDFs.
5. Save.

See Transactions for details.

Or log it from Telegram

Send the bot a message like:

-350 groceries

See Quick add.

Explore

• Switch the period (Week / Month / Year) and use the arrows to move between periods.
• Use Filter tags to focus on specific tags or on untagged transactions.
• Browse the tabs: Analytics, Calendar, Budgets, Tags, Flow, Trend, List.
• Open ✨ Assistant in the header and ask a question like “how much did I spend this month?” — see AI assistant.