Getting Started

Welcome to OmniMoney! Here's how to get started with your new account.

Add Your Bank Accounts

The first step is to connect to your banking institution (US and Canada only) or to create a manual account. Head over to the Accounts page by clicking on Budget and then Accounts in the side menu or use the keyboard shortcut shift A. Then, click the Add Account button in the upper right corner and select whether you want to add a linked or manual account.

Link Bank Account

We use Plaid to connect to your bank accounts. To connect your account, Plaid will prompt you to select your banking institution and to log in. This feature is only available for US and Canadian banks only.

Your login credentials are never sent to us. Instead, Plaid informs us whenever your account balance has changed and if you have new transactions. We then fetch this information from Plaid and add it to your account.

Manual Account

To add a manual accout, enter a name for the account, its type, and its current balance. All of this information can be updated later.

Set Your Plan

When you first signed up for OmniMoney, we created a budget filled with some categories to get you started. You can change this on the Plan page (Menu -> Budget -> Plan or keyboard shortcut shift P).

Add Scheduled Transactions

You might have some planned transactions that happen on a recurring basis. Is rent due on the first? Do you get paid every two weeks? What about that yearly app subscription? You can save all of this on the scheduled transactions page (Menu -> Budget -> Scheduled Transactions or keyboard shortcut shift S). When you add a scheduled transaction, we'll prompt you on the Plan page if you need to budget more to cover an upcoming expense.

Sync Historical Data

When you first connect an account, we'll only import transactions starting from today. To import historical transactions, click on the account on the accounts page and change the Sync Start Date.

Schreenshot of Accounts page and Sync Historical Data feature

Categorize Transactions

Now that you either have some imported transactions or have added some manual transactions, assign categories to them so that you can get an accurate depiction of how much you've spent in in your plan.