1
Sign in
Open Geldee with your admitted account. An invitation to a household gives you the role selected by its owner. Public self-service signup is not available.
2
Add your records
Import a supported statement or use an available bank connection in Settings. Bank availability depends on the provider and the access enabled for your account. Complete any bank sign-in in the bank’s own flow.
3
Review what was imported
Check the account, dates, categories and items in Review. Transfers, refunds, reporting splits and payments assigned to another month affect the final spending picture.
4
Explore your money
Open Spending for recorded activity, Bills for expected payments, and Wealth for assets and debts. Check source dates before treating a figure as current.