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Quickstart

Sign up, create a team, add an account and record your first transaction in Contamos.

This page takes you from signing up to a ledger with its first transaction. It takes a couple of minutes, and nothing here needs a card.

1. Sign in

Open Log in and sign in with your email or one of the providers offered. The first time you sign in, your account is created for you.

2. Create a team

A team is one shared ledger: its accounts, its transactions and the people who keep it. With no team yet, Contamos opens Create team right after you sign in.

  1. Give the team a Name, such as "Home" or "Trip to Lisbon".
  2. Choose Create.

You become the team's Owner and land on its Dashboard. You can rename the team later under Configuration. A team has no currency of its own: currencies belong to accounts.

The header of the app shows Finish your onboarding until you have created an account, added a first transaction and invited a member. The steps below cover the first two.

3. Create an account

An account is anywhere the team keeps money: a bank account, a card, a wallet of cash or a crypto wallet.

  1. Open Accounts in the sidebar and choose Create account.
  2. Enter a Name and pick a Type: Bank, Cash or Crypto.
  3. Under Currencies, choose every currency the account holds. An account can hold several.
  4. Optionally, enter an Opening balance for each currency, and the date in Balance as of.
  5. Choose Save.

Read more in Accounts and currencies.

4. Record your first transaction

  1. Open the + menu in the header and choose New expense or New income.
  2. Type the Amount, and pick the Account and currency if the team has more than one.
  3. Pick a Category.
  4. Optionally, change the date, add Notes or Tags, or adjust the Rate.
  5. Choose Register this expense (or Register this income).

The account's balance updates at once, and the transaction shows up under Transactions. If you made a mistake, choose Undo on the confirmation that appears.

Read more in Transactions and transfers.

5. Invite the people you share money with

Open Members, then Invitations, and choose Invite member. Everyone you invite sees and records in the same ledger. Read more in Members and roles.

Next steps

  • Label transactions across categories with tags.
  • See how each transaction keeps its exchange rate.
  • Connect Claude or ChatGPT to your ledger with AI assistants.