Getting Setup

Setting up ExpensePlus is simple, with just 5 easy steps that are displayed at the top of the dashboard when you sign in to ExpensePlus:

  1. Add Bank Accounts
  2. Import Donors
  3. Setup Funds & Categories
  4. Add Users
  5. Subscribe

Here is a video tutorial on how to set up ExpensePlus:

If you need help or have any questions, please do get in touch by clicking the yellow 'send us a message' button at the top of this page.

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