Getting Started
Quick Start
Create an account and add your first expenses in minutes.
1. Sign up
Go to recurex.app/login and create an account using:
- Google — one-click sign-in
- Email + password — traditional signup
- Email OTP — passwordless 6-digit code
New users complete a short onboarding step: name and country (sets default currency and timezone).
2. Add your first expense
From any page, click Add expense in the top bar. Fill in:
| Field | Example |
|---|---|
| Title | Vercel Pro |
| Amount | 20 |
| Currency | USD |
| Recurrence | Monthly |
| Type | Business |
Click Save. The expense appears on your dashboard and in the expenses table.
3. Explore the dashboard
Open Dashboard to see:
- Monthly burn and yearly projection per currency
- Spend breakdown by category
- Upcoming due dates
- Budget progress cards
- Recent expenses with CSV export
Use the Personal / Business tabs to filter.
4. Optional next steps
- Create a project for a renovation or launch and attach planned expenses
- Set a budget envelope for a category (e.g. SaaS, $500/mo)
- Connect Claude or ChatGPT on the Integrations page to manage expenses via chat
- Enable email reminders on an expense (Settings → reminder email must be set)
Install as an app
Recurex is installable as a PWA. Use the Install app button in the sidebar on supported browsers.
