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Sumwright User Guide

Everything you can do with Sumwright, written for every device. Each guide notes where a step differs on iPhone, Android, Mac, Windows, or the web.

iPhone · Android · Mac · Windows · Web

Getting started

Create your account, start the free trial, and sign in on any device.

Security & App Lock

Lock the app with Face ID, fingerprint, or Windows Hello, and set up the authenticator required for banking.

Linking your bank

Connect a US bank read-only through Plaid — your credentials never touch Sumwright.

Bills, income & the calendar

See what’s coming in the List and Calendar views, and authorize a bill through the Liquidity Gate.

Receipts & scanning

Scan a receipt with tip & split, quick-scan from the lock screen, use the Receipts Vault, and import statements.

Debt payoff plan

Choose avalanche or snowball, and see your debt-free date and interest saved.

Subscriptions & billing

Plans, the 7-day trial, canceling, and how one subscription unlocks every device.

Household sharing

Invite a partner so you both see the same accounts, bills, and plan.

Prefer a quick setup checklist? Cross-platform setup guide · FAQ