Getting Started

Fen has no sign-up and no setup steps. Open it, create a wallet, and start adding entries.

First launch

The first time you open Fen you'll see a few things:

1. iOS asks whether Fen can send notifications. Fen uses them only for subscription and goal reminders. You can change this later in iOS Settings.
2. An Updated Terms & Privacy notice. Tap Read Terms of Service or Read Privacy Policy to read them, or Continue to agree and close it.
3. A What's New in Fen screen listing changes in the current version. Tap Continue.

If your iPhone is signed in to iCloud, Fen starts syncing your data through your iCloud account right away. See Privacy & Data.

The home screen

The home screen greets you by name and summarizes your money across all wallets:

• Available this year: revenue minus expenses dated in the current calendar year. If it's negative, Fen says you're "in the red this year."
• Lifetime balance: revenue minus expenses across all dates.

Below that is a card for each wallet showing its type, name, this year's balance and its Lifetime balance.

The toolbar has three buttons:

Button	What it does
Menu (three lines, top left)	Opens the menu with Account, the tools, Settings, Review Fen and the version number.
Search (magnifying glass)	Opens Search.
+	Creates a wallet.

Your name defaults to "Default User." To change it, open the menu, tap Account, then tap the pencil next to your name.

Create your first wallet

1. On the home screen, tap +.
2. Under Wallet Type, choose Personal, Business or Category.
3. Enter a Wallet Name. Names must be unique.
4. Fill in any extra fields for the type you chose, and add Notes if you like.
5. Tap + in the top right to save.

See Wallets for what each type is for.

Add an expense

1. Tap a wallet on the home screen.
2. Tap the Expenses card.
3. Tap +.
4. Enter the Merchant, Item Purchased, Quantity and Price. Fen shows the Total.
5. Set the Status, Payment, Purchase Date and Category if you want them.
6. Tap + in the top right to save.

You can also scan a paper receipt instead. See Receipt Scanner.

Add revenue

1. Open a wallet and tap the Revenue card.
2. Tap +.
3. Enter a Title and Source.
4. Choose Flat Rate and enter an Amount, or choose Hourly Rate and enter your rate and hours worked.
5. Pick a Stream, Status and Date.
6. Tap + in the top right to save.

The menu

Tap the three-line button on the home screen to open the menu:

• Account: your name and saved cards.
• Tools: Financial Goals, Merchant Summary, Breakdown Calculator, Loan Calculator, Receipt Scanner, Document Locker, Debt Payoff Planner, Net Worth Tracker, Cash Flow Forecaster, Invoice Generator and Tax Estimator. You can hide any of them in Settings.
• Settings: see Settings.
• Review Fen: opens Fen's App Store page.
• The version number at the bottom opens the version history.

Tips

• Set your currency symbol first in Settings. It's used on every screen.
• Use the same spelling for a merchant each time. The expense summary, Merchant Summary and Search all group or match by the merchant name you type.
• Long-press most items (wallets, expenses, revenue, subscriptions, goals, cards, documents) to see more actions.