Lode Help Center
Getting Started
Lode Help Center
Find guides, tips, and answers for everything in Lode — from your first transaction to Siri shortcuts and widgets.
Welcome to the Lode Help Center. Browse the guides below to get the most out of the app.
Getting Started
New to Lode? Start here.
- Getting Started with Lode — set up accounts, add your first transaction, and explore statistics.
- Adding transactions — log an expense, income or transfer with the + button, your voice, a receipt photo or an automation.
- Accounts & balances — cards, cash and savings, starting balances, Adjust Balance, transfers, archiving and deleting.
- Categories & tags — organize spending with categories and folders, tags, and remembered merchants.
- Shared Accounts — manage finances together with a partner, family member, or roommate.
- Multi-currency & exchange rates — track spending in 150+ currencies with automatic exchange rates.
- Settings — what every row in Settings does, from language and currency to Start of Month and notifications.
- Lode Premium — what’s free, what Premium adds, the plans and trial, and how to restore, redeem a code or cancel.
AI & Automation
- AI Chat — add transactions and ask about your finances by typing naturally.
- Automatically Log Payments from Bank Notifications — on iOS 27, let Lode read your bank’s payment notifications and log every card payment and income hands-free.
- Automatically Log Apple Pay Transactions — set up an iOS Shortcuts automation to log tap-to-pay purchases hands-free.
Import & Backup
- Importing Your Data — bring in transaction history from banks, spreadsheets, and other apps.
- Backup & Restore — how iCloud sync works and how to create a local backup.
- Troubleshooting & support — fix iCloud sync, missing data, notifications and automatic logging, and send a bug report.
Tracking & Planning
- Budgets — set an overall monthly budget and limits by category, plan your income, and get notified when you’re close.
- Goals — save toward a target and track your progress.
- Bills & recurring expenses — track subscriptions, rent, and salary automatically.
- Statistics — income, expenses, bills and net balance for any period, with categories, trends and PDF reports in Premium.
- Trips & travel spending — every expense on a trip’s dates counts toward it, with a budget, a per-day pace, a map and a passport.
- Debts & loans — money you lent and borrowed, repayments, due dates and reminders.
- Projects & one-off big expenses — a renovation, a wedding or a move as one project with its own budget and categories.
Widgets & Shortcuts
- Home screen & lock screen widgets — 14 widgets for your Home Screen and Lock Screen, plus 5 Control Center controls.
- Siri & Shortcuts — log expenses and check your balance with your voice.
Still have questions?
Reach out at lodeapp@proton.me — we’re happy to help.
From the Journal
- How to Track Expenses Automatically on iPhone
Four ways to log spending on iPhone without typing every purchase: bank sync, Apple Pay automations and the iOS 27 notification trigger — and which to pick.
- How to Budget for a Trip Abroad (and Know What Each Day Cost)
Set one trip budget, log spending in the currency you pay in, and watch the cost per day as you go. A simple travel money method, and an iPhone app to run it.
- A Budget App With No Bank Login: How to Track Money Privately
Why many people won't give a budgeting app their bank password, what you lose without bank sync, and how to keep a complete budget privately on iPhone.
- Payday Budgeting: Start Your Month on the Day You Get Paid
If your salary lands on the 25th, a calendar-month budget is always half wrong. How payday budgeting works, and how to set it up on iPhone with one setting.
- How to Find Every Subscription You Pay For (and Cancel the Ones You Forgot)
Subscriptions hide in five places, and your iPhone only shows one of them. Here's how to find them all in 20 minutes, cancel safely, and keep the list current.
- How to Track Spending in Multiple Currencies Without Doing Math in Your Head
Paid in one currency, spending in another? Four rules for multi-currency budgeting — accounts, base currency, exchange rates — and how to set them up on iPhone.