---
title: "Help center | Nuzerna"
description: "Answers about adding records, pasted alerts, budgets, teams, plans, sync and deleting your account. Start with the guides or search."
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> Index of every page on this site: [llms.txt](https://nuzerna.com/llms.txt)

# A little guidance goes a long way.

Set things up, work something out, or find a straight answer. You’re in the right place.

Search help

## Find your way around.

13 GUIDES

[<h3>Gmail and Outlook import</h3>What you consent to, what is processed where, and how to disconnect.](https://nuzerna.com/help/email) [<h3>Getting started with Nuzerna</h3>Create your account, meet your Personal team, and add your first record in under a minute.](https://nuzerna.com/help/getting-started) [<h3>Adding and editing transactions</h3>Record an expense, income or transfer, then edit, undo or restore it.](https://nuzerna.com/help/adding-transactions) [<h3>Turn a payment alert into a record</h3>Paste a bank or mobile money alert and review the record Nuzerna builds from it before saving.](https://nuzerna.com/help/pasted-alerts) [<h3>Budgets and rules</h3>Set a budget for a category, track what is left, and use rules to sort records automatically.](https://nuzerna.com/help/budgets) [<h3>Shopping lists</h3>Plan a shop with prices, tick items off in the aisle, and save the trip as one expense.](https://nuzerna.com/help/shopping-lists) [<h3>Money owed to you</h3>Track money you lent or are due, record payments, and set reminders for yourself.](https://nuzerna.com/help/money-owed) [<h3>Teams, roles and sharing</h3>Invite people to a team, choose what they can do, and remove access when you need to.](https://nuzerna.com/help/teams-and-roles) [<h3>Plans, billing and restoring purchases</h3>How Free, Pro and Max work, and how to manage, cancel or restore a subscription.](https://nuzerna.com/help/plans-and-billing) [<h3>AI and credits</h3>How Smart Capture and other AI features work, what is sent, and how credits are counted.](https://nuzerna.com/help/ai-and-credits) [<h3>Sync, offline use and new phones</h3>How your records sync, what works offline, and how to move to a new phone.](https://nuzerna.com/help/sync-and-offline) [<h3>Delete your account</h3>Delete your Nuzerna account from the app or from the web without the app.](https://nuzerna.com/help/delete-your-account) [<h3>Troubleshooting</h3>Quick fixes for sign-in problems, missing records and alerts that do not import.](https://nuzerna.com/help/troubleshooting)

## Common questions.<br>Clear answers.

<details>

<summary>Do I need an account to start?+</summary>



Yes. Sign in before adding an account and saving your first record.

</details>

<details>

<summary>What is a team?+</summary>



A team holds one set of accounts and records. Most people start with a personal one. You might add “Home” for the household, “Shop” for a business, or “Club fund” for a group. Teams are kept separate: there is no total across them.

</details>

<details>

<summary>What is the difference between a category and a budget?+</summary>



A category is a label, like “Food”, that helps you find and group records. A budget is an amount you plan for a date range. An expense can be assigned to a budget explicitly or matched automatically when one eligible budget applies. Budgets come with Pro.

</details>

<details>

<summary>How do I add a record?+</summary>



Tap Add transaction, choose expense or income, enter the amount, and pick the account. The date defaults to now. Category, budget, and note are optional. Moving money between your own accounts is a transfer, which is a separate action and is not counted as spending.

</details>

<details>

<summary>I was invited to a team. What can I see?+</summary>



Ordinary team members can see the shared team’s accounts and records according to their role. Your personal team is separate, and invited members do not need their own plan.

</details>

<details>

<summary>Is there a limit on Free?+</summary>



No. A Free team can save, type in and import as many transactions as it likes. Paid plans add budgets, rules, scheduled items and sharing.

</details>

<details>

<summary>What happens if my paid plan ends?+</summary>



The team goes back to Free and keeps everything it saved while the plan was active: those records stay readable and exportable. Budgets, rules, scheduled items, new money-owed claims, and shared editing stop until you renew.

</details>

<details>

<summary>Why does a balance say “Recorded balance — incomplete history”?+</summary>



Because some records that affect it are locked or missing, so the figure may not match what is really in the account. Review the records that are available to you.

</details>

<details>

<summary>Does it work offline?+</summary>



Some records and changes are available offline after the team has synchronized. Changes are checked against current access when they sync; not every feature works offline.

</details>

<details>

<summary>How do I move to a new phone?+</summary>



Sync your changes on the old phone, then sign in on the new one to retrieve your team data.

</details>

<details>

<summary>My bank or mobile-money provider is not supported. What can I do?+</summary>



Track by hand, or paste an alert and review what was read from it. You can also ask us to add the provider from the contact page.

</details>

<details>

<summary>Can I see several currencies added together?+</summary>



No. Nuzerna does not convert currencies. If a team has more than one, you pick which currency to look at.

</details>

## Still need a hand?

[Contact support](https://nuzerna.com/contact)

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```

## Sitemap

See the full [sitemap](https://nuzerna.com/sitemap.md) for all pages.
