Getting started

A five-minute tour of the app from first sign-up to your first asset.

Create an account

Finance Hero uses email + password authentication. There is no Google / GitHub / Apple sign-in.

1. Go to /login.
2. Switch to the Register tab.
3. Enter an email, a password, and a confirmation.
4. You land directly on the Summary dashboard.

Forgot your password

The sign-in tab has a Forgot password? link that will email a reset.

The main navigation

Five pages, all reachable from the sidebar (or the mobile hamburger menu):

Page	Route	What you do there
Summary	/	Read the dashboard: net worth, breakdown by category, chart over time
Assets	/assets	Everything you own
Liabilities	/liabilities	Everything you owe
Transactions	/transactions	Income and expenses (separate from the balance sheet)
Settings	/settings	Default currency, exchange rates, theme

Set your default currency first

Before you enter any data:

1. Open Settings.
2. Pick your Default display currency.
3. (Optional) Click Refresh under Exchange rates to fetch the latest FX.

The default currency is what every total on the Summary page will be shown in. You can still keep individual assets and liabilities in their native currency — the app converts on display.

Eight currencies are supported: USD, EUR, PLN, GBP, JPY, CHF, CAD, AUD.

Add your first asset

The simplest asset to start with is a balance-based one — a bank account.

1. Go to Assets → Add asset.
2. Pick tracking model Balance-based.
3. Fill in:
   • Name — e.g. "Checking — Bank X"
   • Category — pick an existing one, or type a new name inline to create it on the fly
   • Current value — the balance right now
   • Value date — today (pre-filled)
   • Currency — defaults to your user default
4. Save.

Your net worth on the Summary page immediately reflects this balance.

Add your first liability

Same shape, different page.

1. Go to Liabilities → Add liability.
2. Pick a type — Loan, Mortgage, Credit Card, or Other.
3. Pick a status — start with Active unless it is hypothetical.
4. Fill in:
   • Name — e.g. "Visa — Bank X"
   • Category
   • Amount — the current outstanding balance
   • Currency
   • Value date — today
   • Interest rate (optional)
5. Save.

The Summary page now shows your first full net-worth calculation: assets − liabilities.

What to explore next

Next step	Where to read
Add a stock or crypto holding	Assets → Unit-based tracking
Add an asset with purchase price you want to compare against	Assets → Value-based tracking
Organise your categories into groups	Categories and groups
Start tracking monthly income and spending	Transactions
Understand the dashboard charts	Summary and charts