Documentation
Everything you need to know about Monvanta — from account setup to advanced reporting.
Getting Started
Create your account and learn how to navigate the application.
1Creating Your Account
Navigate to the Register page and fill in your first name, last name, email address, and a strong password (minimum 8 characters). Once registered, you are automatically logged in and redirected to the Dashboard where you can begin setting up your finances.
2Logging In
Use your email and password on the Login page. Monvanta uses secure JWT authentication — an access token is kept in memory for API requests while a refresh token is stored in a secure httpOnly cookie. Your session auto-renews silently in the background, so you stay logged in across browser sessions until you explicitly log out.
3Navigating the App
The sidebar on the left is your primary navigation hub. It contains links to Dashboard, Transactions, Accounts, Categories, Budgets, Reports, Profile, and Settings. Click the chevron arrow to collapse the sidebar into an icon-only mode for more screen space. On mobile devices, the sidebar converts to a hamburger menu that slides in from the left.
4First Steps After Registration
We recommend this setup order: (1) Create your bank accounts under Accounts with their current balances, (2) Customize your categories under Categories or keep the defaults, (3) Set up budgets for categories you want to track, (4) Start recording your transactions. The dashboard will populate automatically as you add data.
Need more help?
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