Set up Crunch in a few easy steps

Start with a Free Trial!

Sign up with Crunch using your email address

Crunch’s free 90 day trial gives you access to the complete set of premium features to help you better manage your finances. 

The key premium features include:

• Linking multi-currency bank accounts, cards, loans, savings and vieweing them on a single dashboard
• Auto categorization of transactions by Crunch’s Machine learning and AI algorithm
• Creating multiple flexible budgets having custom periods, accounts, or categories
• Access to tens of Personal & Benchmarking Insights with easy to understand visualizations
• Upcoming Bills detection and management

Add your Accounts

It all starts with your Accounts

Whether you want to connect to your bank accounts or just manage things manually, we've got you covered! 

Start by syncing your bank, credit, load or savings accounts

Add your cash account manually making sure to set the opening balance to the amount you have now in your pocket

Add any other accounts you would like to keep track of and manage - it could be money in the safe or a loan you've taken or even some savings that you have which Crunch does not support yet

Group accounts together for easier management by creating custom groups

You can edit accounts to either include its balance or exclude it from the net worth chart

Recategorize and clean up your transactions and let Crunch’s AI automatically learn your preferences and do that for you in the future

You can also set transactions as “Transfers” from one account to another account if they are not automatically detected which will create a transaction having two parts: A “from account A” and a “to account B”. These transactions will not count against your expenses and incomes.

Set & Track your Budgets

Set your monthly budget or follow the recommended budget based on your spending history

Know what you've spent versus what you are budgeting for 

Always have your daily allowance accessible to you without having to do any manual calculations

Create as many custom income or expense budgets as you want, for example ‘Food & Dining" to keep track of specific expenses

Check what Crunch detected as your upcoming bills and add or delete bills according to your actuals
 

Take Back Control

Check the insights tab; rearrange and pin your favorite insights so you can access them with a single click

Set your calendar view to either Weekly/Monthly/Yearly to easily access your financials organized by date

Always keep an eye at your total net worth which combines all your accounts in a single dashboard; notice how it moves with time so you can plan your future accordingly

Create custom tags like #Maldives and know what you spent while on the trip without having to refer to your bank statements