Tag
Onboarding
- 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.
- 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.
- Connect your AIAdd Pennyweight to Claude, ChatGPT, Gemini or Grok with one link, then authorize it with your passphrase. How connecting works and where each guide lives.
- Your first conversation with PennyweightA hands-on first session. Your AI looks over your accounts, sorts out uncategorized spending, makes a rule and sets a first budget.
- Choosing your base and ledger currenciesPick your base currency at setup and each ledger's currency when you create it. Neither can be changed later, and stored amounts never change.