Getting Started
Hosted Quick Start
Get up and running on the hosted instance in under two minutes. No server, no Docker, no configuration.
1. Create an account
Go to retrospend.app/signup and create a free account. No credit card required.
2. Add your first expense
Once logged in, click the + Add Expense button in the top bar. Enter the amount, category, and date. Your dashboard will update immediately.
3. Set up a budget
Navigate to Budget in the sidebar. Set a monthly limit per category or a global monthly budget. Retrospend will calculate your daily safe-to-spend automatically.
4. Import from your bank (optional)
Go to Settings → Import and upload a CSV, PDF, or XLSX export from your bank. The AI import pipeline will categorize transactions automatically. You can review and edit before confirming.
Supported formats
Most banks export CSV or PDF statements from their online portal. Retrospend supports standard CSV layouts, PDF text-based statements, and XLSX files.
5. Configure your preferences
Head to Settings to:
- • Set your preferred currency and locale
- • Configure your fiscal month start date
- • Enable two-factor authentication
- • Set up notification preferences
- • Upload a profile photo
Want more control?
If you'd prefer to self-host Retrospend on your own server, see the Docker Deployment guide.