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Getting Started

Set up your account and learn the basics of Beyond Payday.

Does the app sync with the website and work offline?

The apps and website share one account, so a change shows everywhere when you open or refresh. They need internet; nothing is stored for offline use.

2 min

Free vs. Pro — what's the difference?

Free covers income, bills, assets, debts, and goals. Pro adds retirement projections, businesses, and Beth, your AI assistant, for $9/mo or $90/yr.

3 min

Get help while using Beyond Payday

Open Page Guide for help on the page you're on, Help in the sidebar for the help center, or Contact in the sidebar to send the team a message.

2 min

Import your data

Import personal bills, assets, and debts from a CSV, TSV, or XLSX table. Match columns, check values, and choose which valid rows to save.

5 min

Install the Beyond Payday app on iPhone, iPad or Android

Open the app listing for your phone from the links below, then sign in with your existing account. Your data is the same as on the website.

3 min

Install the Beyond Payday app on Windows

When the Windows listing is available, install the app from its store link on the Beyond Payday website to get a Start menu icon. Sign in with your usual account; your data is the same.

2 min

See what's new in Beyond Payday

The What's New page lists Beyond Payday improvements and fixes as they go live, newest first. You can also choose to get them by email.

1 min

Set up your account

Sign up from the US, verify your email, then use the Setup Guide checklist to add your birthday, income, bills, assets, debts, and invite your spouse.

5 min

Switch between light and dark mode

Go to Settings and change Appearance to Light, Dark or System. Your choice is saved to your account, so it follows you to every device you sign in on.

1 min

Use the spreadsheet view for bulk data entry

Switch Bills, Debts, Assets, or a business page to Spreadsheet mode for fast, Excel-style bulk entry with keyboard nav, paste, and fill-down.

4 min

What happens when a record is changed somewhere else

Beyond Payday never lets one edit silently overwrite another. If a record changed since you opened it, your save is held back so you can review and try again.

2 min

What is Beyond Payday?

Beyond Payday is a manual-entry app for tracking income, bills, net worth, and retirement — built for US households who never want to link a bank account.

2 min