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CashfinityCashfinity Help

Create an account and sign in

You need an account to keep your own receipts and transactions. Creating one is free and only takes your name, email and a password.

Create an account

Section titled “Create an account”
  1. Open Cashfinity and tap Sign up under the Sign in button.
  2. Enter your Name, Email and a Password of at least 8 characters.
  3. Tap Sign up.
The Create account screen with Name, Email and Password fields and a Sign up buttonThe Create account screen with Name, Email and Password fields and a Sign up button

You land on your dashboard. Cashfinity creates a workspace for you with a starter set of expense and income categories, so scanned receipts can be sorted straight away. You can change the categories at any time.

Sign in

Section titled “Sign in”
  1. Open Cashfinity.
  2. Enter your Email and Password.
  3. Tap Sign in.
The Sign in screen with Email and Password fields, a Forgot password? link and a Sign in buttonThe Sign in screen with Email and Password fields, a Forgot password? link and a Sign in button

If you see Please sign in to continue, your session has expired. Sign in again and you will return to where you were.

Reset a forgotten password

Section titled “Reset a forgotten password”
  1. On the Sign in screen, tap Forgot password?.
  2. Enter the email you signed up with and tap Send reset link.
  3. Open the email from Cashfinity and follow the link. The link works for 1 hour.
  4. Enter a New password, repeat it in Confirm password, and tap Reset password.
  5. Sign in with your new password.

If the link says This link is invalid or has expired, tap Request a new link and start again.

Sign out

Section titled “Sign out”

Go to Settings and tap Sign out at the bottom of the screen.

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