User Manual

Last updated: June 23, 2024

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Mobile App

First steps

Installation

To install the app, please follow these steps:

1. Open the App Store (for iOS) or Google Play Store (for Android) on your mobile device.
2. Search for the name "BillBuddy" in the search bar.
3. Tap on the relevant search result to go to the app's page.
4. Press the "Install" button (for Android) or the "Get" button (for iOS) to start the download and installation process.
5. Wait for the installation to complete. The app will then appear on your home screen.

Once the installation is complete, you can open the app and start using it.

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Login or Register

Open the App

To get started, open the app on your mobile device.

Have an Account? Log In

1. If you already have an account, tap on the "Login" button.
2. Enter your email address and password in the provided fields.
3. Press the "Login" button to access your account.

Don't Have an Account? Register

1. If you don't have an account, tap on the "Register" button.
2. Fill in the required information in the registration form.
3. Confirm your email address (see the next step for details).

By following these steps, you can easily log in or register to start using the app.

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Verify your mail

Once You Registered

1. After completing the registration process, you will be directed to the home screen.
2. It's crucial to verify your email address to activate your account.

How to Verify

1. Check your email inbox for a verification email from us. This email should arrive within 2 hours of registration.
2. Open the verification email.
3. You can either click the "Verify" button in the email or copy and paste the provided link into your web browser.
4. Your mail is verified when you opened the link or clicked on the button.

By verifying your email, you will be able to fully access and utilize all features of the app.

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Unlock Pro Mode (optional)

nachrciht an support schreiben mit bitte um freischaltung, emailadresse hier hin schreiben

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Create/Join a group

On the Home Screen, click on the button located in the top right corner.

Creating a Group

1. Click on "Create Group."
2. Enter the group name, select a color, and choose an icon.
3. Click the "Create Group" button to finalize and create your group.

Joining a Group

1. Click on "Join Group."
2. Enter the group ID provided by the member who wants you to join.
3. Click on "Ok" and you will be added to the group.

By following these steps, you can easily create or join a group within the app.

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Create your first expense

Access the Group

1. On the Home Screen, tap on the group where you want to create an expense.

Add an Expense

1. Click on the button located at the bottom right corner of the screen.
2. Choose from three options to create an expense:
   • Manual
   • Camera
   • Gallery

In the next step, each option for creating expenses will be explained in detail.

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How to create an expense

To add a new expense, click on the floating action button in the bottom right corner when you are on a groups page. Then you will add an expense for that specific group.

Manual

1. Choose Manual Creation:
   • Select the "Manual" option from the expense creation menu.
2. Enter Details:
   • Name: Enter the name of the expense.
   • Category: Select the appropriate category for the expense.
3. Single or Multiple Items:
   • If it’s a single item, enter its details.
   • If it’s multiple items, enter the name and price for each item.
   • Note: For now only multiple items are supported. To add only
4. Payment Information:
   • Who Paid: Select the user who paid for the expense.
   • Split Payment: Choose how the expense is split among users.
5. Additional Information:
   • Enter any additional details such as the merchant’s name and address, and the purchase date.

By following these steps, you can manually create and record an expense in the group.

Scan from image

1. Choose From Gallery: Select the "Gallery" option from the expense creation menu.‍
2. Select Image: Pick an image from your gallery that contains the expense details.‍
3. Crop Image: Crop the image to focus on the relevant portion with the expense information.‍
4. Verify Scanned Items: Check if the items have been scanned correctly from the image.‍
5. Edit Expense Information: Edit the scanned expense details as needed, similar to the manual creation proces

By following these steps, you can easily create an expense by scanning details from an image.

Scan from camera

1. Choose Camera: Select the "Camera" option from the expense creation menu.‍
2. Take a Picture: Use your device’s camera to capture a photo of the expense receipt or details.‍
3. Crop Image: Crop the image to focus on the relevant portion containing the expense information.‍
4. Verify Scanned Items: Review the scanned items to ensure accuracy.
5. ‍Edit Expense Information: Adjust the expense details as needed, similar to the manual creation process

By following these steps, you can create an expense by scanning details directly from your device's camera and adjust the information as necessary.

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Settings

1. On the Home Screen, locate and click on the button situated in the top left corner.
2. You will be directed to the Settings page, where you can customize and adjust app settings according to your preferences.

Edit user data

In your user profile, you will see your name and email (which cannot be changed), with the PayPal link located above (which can be updated).

Change notification settings

Adjust your notification preferences with the following options:

1. Enable push notifications for new expenses added.
2. Set up weekly reminders with push notifications.

Buy Pro Version

Currently the feature of buying pro version is not implemented yet. Just contact the support to test the feature for free.

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Group Settings

To access and modify group settings, follow these steps:

1. Navigate to the desired group.
2. Tap on the settings button located in the top right corner.
3. In the settings, you can:
   • Change the group name, category, and color.
   • View the group ID for reference.
   • Access the list of members in the group.

Use these options to manage and customize your group settings as needed.

Group Management

Join a group

On the Home Screen, click on the button located in the top right corner.

1. Click on "Join Group."
2. Enter the group ID provided by the member who wants you to join.
3. Click on "Ok" and you will be added to the group.

Create a group

On the Home Screen, click on the button located in the top right corner.

1. Click on "Create Group."
2. Enter the group name, select a color, and choose an icon.
3. Click the "Create Group" button to finalize and create your group.

Share a group

1. On the Home Screen, click on the group you want to share.
2. Go to the group settings.
3. Either copy the group code to the clipboard or share the group code through your preferred method.

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Webapp

To access the web app, follow these steps:

1. Open the web app at https://app.billbuddy.org.
2. Log in with the same credentials you use for the mobile app.
3. You can view all your groups on the left side of the screen.
4. The rest of the screen displays statistics and expenses, providing an overview of your financial activities.