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Getting Started

Set up your account, enter your first numbers, import data, install the app, and learn how Free and Pro differ. Start here if you are new to Beyond Payday.

New to Beyond Payday? These guides walk you through creating your account, entering your first numbers, and importing existing data. You will also find how to install the app on your phone or computer, how syncing and offline use work, and what Free and Pro include, so you can pick up the basics at your own pace.

Change zoom and content width

In Settings, Display has Content width for big screens and, in the apps, Zoom to make everything bigger or smaller. Both are saved on that device only.

1 min

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 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 Beyond Payday support 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

Install Beyond Payday free from the Microsoft Store to get a Start menu icon — sign in with your usual account; your data is the same.

2 min

Quick setup: get your first numbers fast

Quick setup walks you through income, bills, what you have and what you owe in four short steps, then shows what is left each month and your net worth.

5 min

Search for anything

Press Cmd+K or Ctrl+K, or use Search in the sidebar, to find any bill, account, debt, income, goal, business, What-if, report, or page.

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 and debts, and invite your partner.

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 so you can review and retry.

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