Help center
Everything you need to connect Pennyweight to your AI, use it, and manage access. New here? Start with Connect your AI.
Start here
- Start here: your path into PennyweightSet up your account and connect your AI, then pick your path: link a US bank, import statements from anywhere, or move from another app.
- How Pennyweight works: your AI is the interfaceYour AI assistant reads, organizes and reports on your money through Pennyweight. The web app is where you set up and look things over.
- Create your account and passphraseSign up, choose an encryption passphrase and your base currency, and save your recovery code in the three-step setup wizard.
- Save your recovery codeYour recovery code is the only way back in if you forget your passphrase. Save it during setup, keep it safe, and know what it can do.
- Try Pennyweight with a demo ledgerExplore Pennyweight with a free demo ledger of fictional data, then reset it or delete it in one step when you're ready for your own.
- Turn on two-factor authentication (and why it's required)Turn on two-factor in Settings before you connect a bank or authorize your AI. Here is where to find it and what changes if you turn it off.
Browse by topic
Start hereSet up your account, connect your AI and have your first conversation.14 articlesHow-toStep-by-step guides for everyday tasks in Pennyweight.48 articlesUse casesEnd-to-end workflows that combine several features.14 articlesConfigurationSettings that change how Pennyweight and your AI behave.6 articlesConceptsHow Pennyweight thinks about ledgers, categories, transfers and more.15 articlesTroubleshootingError messages and surprises, and how to fix them.24 articlesSecurity & privacyWhat Pennyweight can see, what your AI can do, and how access works.8 articlesAccount & billingPlans, trials, subscriptions and your account.6 articlesMoving to PennyweightBring your history over from another app or a spreadsheet.21 articlesNo bank feed / statementsUse Pennyweight with statements and exports instead of a bank link.9 articlesReferenceFormats, limits and terms in one place.5 articles