Skip to content

User guide

Get started with Make

From your first account to your first record.

01

Create an account and finance book

Register on the website or Android app. Create a finance book for personal or household records. A book brings together accounts, transactions, budgets, and members.

02

Set up your accounts

Add the bank accounts or cash wallets you want to track. Choose their currencies and enter accurate opening balances. Make records money; adding an account does not connect to or transfer money from your bank.

03

Record your first transaction

Open Transactions, choose income or expense, and enter the account, amount, category, and date. Review before saving. Use a transfer for money moving between your own accounts so it is not counted as new income.

04

Build a routine

Record purchases while you remember them. Regularly compare Make balances with your bank or cash. Check opening balances, missing entries, and duplicates before making an adjustment.

Still need help?

Contact Make support