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Getting an account

The first account on a server is always the admin, and it is created through the sign-in page.

First account

Section titled “First account”

On an empty server, the sign-in page at /login shows Set up your account instead of a sign-in form. Fill in:

  • Name — your display name.
  • Email — used for sign-in.
  • Password — at least 8 characters.
  • Load demo data (optional) — seeds demo bank accounts, about 3 months of transactions, budgets, and rules, so the app is not empty on first open.

Then press Create account. The account you create here is the administrator — there is no way to create a non-admin first account, and this one can manage users.

After setup: adding users

Section titled “After setup: adding users”

Once an account exists, public signup is closed. The setup form no longer appears, and a hand-crafted request to it is rejected with:

This server has already been set up. Ask an administrator to create your account.

Admins create additional accounts in Settings → Users:

  • Create an account — name, email, password (minimum 8 characters), plus optional Make admin and Load demo data checkboxes.
  • Accounts list — for each account: Make admin / Remove admin, Reset password, and Delete. Delete asks you to type the account’s name to confirm; deleting an account removes all of its data.

Signing in

Section titled “Signing in”

Sign in with your email and password. If two-factor authentication is enabled, a second step asks for a 6-digit code from your authenticator app or a backup code. You can enable TOTP in Settings → Security → Two-factor authentication (API bearer tokens bypass TOTP; the browser still asks for the code).

Where to go next

Section titled “Where to go next”