Start here

Set up your account, connect your AI and have your first conversation.

• 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.
• 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.
• Connect Pennyweight to ClaudeAdd Pennyweight as a custom connector in Claude on the web or desktop, or as a remote MCP server in Claude Code, then check the connection.
• Connect Pennyweight to ChatGPTStep by step: add Pennyweight to ChatGPT as a custom MCP server plugin, sign in with your passphrase, and check that the connection works.
• Connect Pennyweight to GeminiAdd Pennyweight as a custom app in the Gemini web app, or as a remote MCP server in the Gemini CLI, then check the connection.
• Connect Pennyweight to GrokStep by step: add Pennyweight to Grok as a custom connector, authorize it with your passphrase, and check that the connection works.
• Connect another MCP clientConnect Pennyweight to an MCP client without its own guide: what the client needs, how to add the server URL, and how to check the connection.
• 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.
• Check whether your AI is ready for your booksAsk your AI to take Pennyweight's readiness check, a short graded test on fictional data, before you rely on it for your money.