Moneyly User Help & Support
Thank you for using Moneyly! This document will help you get started quickly and answer common questions you may encounter.
1. App Overview
Moneyly is a simple and easy-to-use personal expense tracker that helps you record every income and expense and stay on top of your finances.
Key features:
- π Record Transactions: Quickly log income/expenses with categories, notes, and receipt photos
- π Statistics & Reports: View income and expenses by today / this week / this month / this quarter / this year to see where your money goes
- π° Budget Management: Set a monthly budget and track your remaining balance in real time
- π Security: 6-digit passcode + Face ID / fingerprint unlock
- π Multilingual: Supports Chinese (Simplified / Traditional) and English
2. Getting Started
- Open the app. On first launch, a local account is created automatically (nickname defaults to Moneyly)
- Tap Home in the bottom navigation to see today's and this month's income and expense overview
- Tap the Add Transaction button, enter the amount, choose the type (income/expense) and category, then save
- After recording, the Home, Transactions, and Statistics pages update automatically
3. Feature Guide
3.1 Recording a Transaction
- Enter the amount (required)
- Select the type: Income or Expense
- Select a category, e.g., Dining, Transportation, Shopping, Salary, etc.
- Optionally add a note for easy reference later
- Optionally attach a receipt image (choose from photo library or take a photo)
3.2 Transactions
- Transactions are grouped by date, showing daily income/expense totals
- Tap any transaction to view its details
- Transactions can be edited or deleted
3.3 Statistics
- Switch time ranges: Today / This Week / This Month / This Quarter / This Year
- Budget Remaining: Shows budget usage for the current time range
- Income & Expense Summary: View total income and total expenses for the selected period
- Smart Insights: Spending change compared to last month, and the highest-spending day this month
- Trends: Daily average income/expenses and trend charts
- Category Breakdown: Spending amount and share for each category
- Monthly Comparison: Bar chart comparing income/expenses over the last four months
3.4 Budget Settings
- Go to Budget Settings to adjust your monthly budget
- The default budget is Β₯3,000 and can be changed at any time
- The Home page shows this month's spending, remaining balance, and a progress bar to help you control your spending
3.5 Security Lock (Passcode + Biometrics)
- Set Passcode: Set a 6-digit passcode the first time you enter Security Settings
- Change Passcode: After setting a passcode, you can change it in Settings
- Face ID / Fingerprint: After enabling it in system settings, use biometrics for quick unlock (your device must have Face ID / fingerprint enrolled)
3.6 Profile
- In Me / Settings, you can:
- Change your nickname (up to 10 characters)
- Change your avatar (choose from built-in avatars or your photo library; images are auto-cropped and must be under 1 MB)
- View app version information
4. Frequently Asked Questions (FAQ)
Q1: Where is my data stored? Will I lose it?
All your transactions, settings, and other data are stored locally on your device (in the app's private database) and are never uploaded to a server. Uninstalling the app or clearing its data will result in data loss. We recommend regularly exporting/backing up important data (if needed, let us know via the contact details at the bottom β we are planning a cloud backup feature).
Q2: What if I forget my passcode?
- If you have Face ID / fingerprint enabled, unlock with biometrics and change the passcode in Settings.
- If you forgot the passcode and biometrics is not enabled, you will currently need to reinstall the app to get in (local data will be cleared as well).
- We recommend enabling biometrics right after setting a passcode to avoid this inconvenience.
Q3: Face ID / fingerprint doesn't work?
Check the following in order:
- Face ID / fingerprint is enrolled in your device's system settings (Settings β Face ID & Passcode / Fingerprint)
- Biometric unlock is enabled in Moneyly's Settings β Security
- The system has not disabled biometric access for the app
Q4: Why can't I pick or save images from my photo library?
The first time you use photo library features, the system will ask for permission β please choose Allow. If you previously chose "Don't Allow":
- iOS: Go to Settings β Privacy β Photos and allow Moneyly to access your photos
- Android: Go to Settings β Apps β Moneyly β Permissions and enable storage/photo permissions
Q5: Why don't the amounts and statistics add up?
- Make sure the type (income/expense) and category are correct when recording
- Statistics are calculated for the selected time range by default; numbers will differ when you switch ranges (today/this week/this monthβ¦)
- Budget remaining is based on the monthly budget β check it in Budget Settings
Q6: The app is slow or laggy. What can I do?
- Close other background apps to free up memory
- Free up storage space on your device
- Restart the app; if the issue persists, try restarting your phone
- Make sure the app is updated to the latest version
Q7: Can I sync across multiple devices?
Multi-device cloud sync is not supported yet β data is stored only on the current device. Cloud sync is on our roadmap, so stay tuned!
Q8: How do I report issues or suggest features?
See Contact Us below. Please include as much of the following as possible:
- Phone model and OS version
- App version (Settings β About)
- Steps to reproduce the issue and screenshots
5. Contact Us