Zaim

### Zaim App User Guide Welcome to Zaim, your personal finance management app designed to make bookkeeping simple, fun, and insightful. Follow this guide to get started and make the most of Zaim’s features. #### Getting Started 1. **Download and Install**: Begin by downloading the Zaim app from your preferred app store and install it on your device. 2. **Create an Account**: Open the app and sign up with your email address or use your social media account to create a new account. 3. **Set Up Your Profile**: Customize your profile by adding personal details and selecting your preferred currency. #### Recording Transactions 1. **Add Expenses and Income**: - Tap the “+” button on the home screen to record a new transaction. - Enter the amount, choose a category, and specify whether it’s an expense or income. - You can also add a memo and associate the transaction with a specific store. 2. **Set Budgets**: - Go to the “Budget” section from the menu. - Set up a budget for each expense category by entering your target spending limit. - Zaim will track your spending against these budgets to help you stay within your limits. 3. **Track Your Transactions**: - View your transaction history by tapping on the “History” tab. - Use filters to sort transactions by date, category, or amount. #### Using Analysis Tools 1. **View Graphical Analysis**: - Access the “Analysis” section to view detailed charts and graphs that illustrate your spending habits and income trends. - Use these visuals to understand where your money is going and adjust your budgets accordingly. 2. **Track Remaining Funds**: - Monitor your remaining budget in each category to avoid overspending. - Zaim provides a clear overview of how much you have left to spend within each budget. #### Advanced Features 1. **Store Management**: - Save your frequently visited stores in the app. - Associate each transaction with a store to track where you’re spending most of your money. 2. **Currency Conversion**: - Zaim supports multiple currencies and automatically converts amounts based on real-time exchange rates. - Set up your primary and secondary currencies in the settings. 3. **Backup and Sync**: - Enable automatic backup to Evernote to keep your data secure. - Sync your account across multiple devices to access your financial information anywhere, anytime. #### Staying Engaged 1. **Update Stamp Rallies**: - Earn rewards by regularly updating your transactions and staying consistent with your budgeting. - Check out the “Rewards” section to track your progress and claim rewards. 2. **Customization**: - Personalize your Zaim experience by customizing icons, categories, and account settings. #### Getting Help 1. **Online Help and Guides**: - Access detailed help guides and tutorials directly within the app. - If you’re new to budgeting, these resources will assist you in getting started. 2. **Customer Support**: - For any issues or questions, use the in-app support option to contact the Zaim support team. #### Final Tips - **Regular Updates**: Keep the app updated to enjoy the latest features and improvements. - **Review Your Finances Regularly**: Use Zaim’s analysis tools to review your financial status weekly or monthly and make adjustments to your spending and saving habits. By following these steps, you can efficiently manage your finances with Zaim, keeping your budgeting on track and your financial goals within reach. Happy budgeting!