Getting started with Bordity

Create your account, choose a base currency and add your first accounts in a few minutes.

3 min read

Steps

  1. Sign in

    Open app.bordity.com and continue with Google, or type your email and enter the six-digit code we send you.

  2. Choose your base currency

    This is the currency your net worth and totals are shown in. Pick the one you think in; you can change it later.

  3. Add your accounts

    For each bank account, card, loan or investment, add a name, its kind, its currency and the balance it had on a start date.

  4. Bring in transactions

    Add them by hand or import a statement file. Bordity reads it and shows the rows for you to check.

Start with balances, not history

You do not need years of transactions. Add each account with the balance it has today and Bordity is useful at once. Import older statements later if you want history.

Keep each account in its own currency

A yen account stays in yen, a real account in reais. Bordity does the converting, so you always see the real balance next to its value in your base currency.

Still stuck? Write to contact@bordity.com and a person will answer.