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Help & Guide · 2 min read

Getting started

A tour of Home, the four tabs and where everything lives.

Panda Money keeps everything you need on four tabs, with your profile and help one tap away.

Home

Home: your total balance, wallets and insights
Home: your total balance, wallets and insights
  1. Total balance adds up every wallet. The dots underneath show this month day by day, and the row below shows money in, money out and what's left.
  2. Wallets shows each wallet's balance. Tap All to see and manage every wallet.
  3. Quick actions gets you to the common jobs in one tap: record an expense, income or reimbursement, open Panda AI, split a bill, move money between wallets, see who owes you, or open this guide. Turn it on in Profile → Quick actions on Home.
  4. Insights opens Statistics, where you can see where your money went.

Scroll down for Panda Health: a score out of 100 that shows how your habits are doing this month.

Panda Health and your daily streak
Panda Health and your daily streak

The four tabs

The bar at the bottom switches between Home, Activity, Spending limits and Reminders. The big button in the middle records a new transaction from anywhere.

Activity lists every transaction, newest first
Activity lists every transaction, newest first

Activity lists every transaction. Search by note, wallet or category, or switch between All, Income and Expense.

Profile

Tap the panda in the top corner to open your profile. That's where you manage wallets, categories, bill splits, themes, app lock and your bamboo.

Profile, where your account settings live
Profile, where your account settings live

You'll also find Help & Guide there, which is where you are now.

Help & Guide
Help & Guide

Next steps

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