Paybook Help Center
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Connect to your financial world!
Your Paybook account dashboard contains the most used widgets to get a broad idea of your finances. Have: This is the sum of all your positive transactions throughout your accounts Owe: This will display how much debt you have on your credit cards. Net Worth: This is the calculation of both what you have and what you owe. Spending by category: We will display the trends you’re taking on your expenses via categorized purchases on a monthly basis.
What can you do in the Paybook App?
Paybook is an application that facilitates financial administration. It allows you to visualize and categorize your bank movements, whether personal or business. Paybook is designed to help you easily take control of your finances. Through its simple interface you can see the transactions of multiple accounts in a single place, besides being able to manually create and register any class of monetary management. Paybook has diverse features to facilitate the management of your accounts, lik
Link Financial Accounts
How do I link my bank accounts? When you create your account, Paybook asks you automatically to link a bank account. You may link as many accounts as you wish at any moment. From your Paybook desktop app, deploy the “+” menu (Add). Select the “Account” icon. The following screen will open: Select your country. Depending on which country your bank is located the procedure might change a bit, but not enough that the experience may get tarnished, and that's a Paybook promise! Se
What is the Paybook App
What is the Paybook App? Paybook app facilitates financial administration. It allows you to visualize and categorize your bank movements, whether personal or business. Paybook app is designed to help you easily take control of your finances. Through its simple interface you can see the transactions of multiple accounts in a single place, besides being able to manually create and register any class of monetary management. Paybook app has diverse features to facilitate the management of
To use Paybook, your personal finances app, it is not necessary to link your bank account to the app. You can create one manually or multiple accounts with the following features:
Categories are the predetermined tags that Paybook uses to organize your transactions. Within linked accounts, every time Paybook updates your bank movements, it classifies them in these categories, which cover general items from usual purchases. You are able to visualize your categories with the most transactions in your dashboard, in the Spending by category Graph. There are predetermined categories and subcategories, but you may also add as much to categories and subcategories as you d
A PayBook is a folder in which all your transactions belonging to the same theme are stored. Within Paybook, there are 3 different types of PayBooks: Predetermined PayBooks, which include the categories in which your transactions from linked accounts are automatically classified. Automatic PayBooks that Paybook will create according to your purchase history and consumer behavior. PayBooks you create yourself, which can be customized to your personal taste. How do autom
Ever felt you needed to spruce up your Paybook account but didn’t know where to start? Click on the “+“ sign on the top right corner of the screen and let us take you through the different things you can start adding to further customize the way you visualize this crazy financial world of yours. Expense/Income: This is the basis of all, with it you can record the ins and outs of your money, select a vendor, date, amount, category and leave an insightful description and maybe a cool photo