# Recontrol

> How to use Recontrol, the money app you share with the people you choose, on iPhone, Android and the web: getting started, tasks, the apps, your AI tool, and the policies.

- [Welcome](https://recontrol.money/docs/index.md): How to use Recontrol: start here, then find the job you came to do.
- [Your first ten minutes](https://recontrol.money/docs/get-started/first-ten-minutes.md): From signing in to your first budget: add an account, record a transaction, set a budget, and invite someone.
- [Install the apps](https://recontrol.money/docs/get-started/install.md): Recontrol on iPhone, Android and the web: one account and the same spaces on each.
- [Signing in](https://recontrol.money/docs/get-started/sign-in.md): Sign in with Apple, Google or your email, on the phone and on the web. Signing in the first time creates your account.
- [What's new](https://recontrol.money/docs/changelog.md): What's new in Recontrol, newest first.
- [Add an account](https://recontrol.money/docs/tasks/add-an-account.md): Add a bank account, a card, a loan, cash or an investment by hand, or a category or an income source.
- [Connect a bank or Zerodha](https://recontrol.money/docs/tasks/connect-a-bank.md): Link a bank in the US or Canada, or Zerodha in India, so balances and transactions arrive on their own.
- [Fix a connection](https://recontrol.money/docs/tasks/fix-a-connection.md): Reconnect a bank that asks you to sign in again, sign in to Zerodha again, or turn a paused space's bank sync back on.
- [Record a transaction](https://recontrol.money/docs/tasks/record-a-transaction.md): Record money you spent, received or moved: how much, on which day, From where and To where.
- [Sort what synced](https://recontrol.money/docs/tasks/sort-what-synced.md): Give imported transactions the category or source they need, and move one that landed in the wrong place.
- [Import a statement](https://recontrol.money/docs/tasks/import-a-statement.md): Bring a bank's or card's CSV statement into one of your accounts as transactions, on the web.
- [Share a space](https://recontrol.money/docs/tasks/share-a-space.md): Make a space for your household, invite the people you manage money with, and choose what each can change.
- [Share a cost](https://recontrol.money/docs/tasks/share-a-cost.md): Record a cost someone paid in a shared space and who it was for, then settle up.
- [Set a budget](https://recontrol.money/docs/tasks/set-a-budget.md): Put a ceiling on what you spend over a week, a month, a quarter or a year, and see what's left.
- [Save toward a goal](https://recontrol.money/docs/tasks/save-toward-a-goal.md): Set a target on some of your balances, savings to reach or a debt to pay off, and see whether you'll get there.
- [Follow a watchlist](https://recontrol.money/docs/tasks/follow-a-watchlist.md): Read some of your accounts as one total, and follow which way it's going, with no target and no verdict.
- [Ask Chat](https://recontrol.money/docs/tasks/ask-chat.md): Ask about your money in your own words, and have Chat record or fix something when you confirm it.
- [Export your data](https://recontrol.money/docs/tasks/export-your-data.md): Download your transactions, accounts, month-end balances and who each shared cost was for, as spreadsheet files you keep, from the web app.
- [Delete your account](https://recontrol.money/docs/tasks/delete-your-account.md): Permanently delete your Recontrol account and the spaces only you are in, from the phone or the web.
- [Home](https://recontrol.money/docs/features/home.md): Your page for the space you're in: what needs you, how each thing stands, and where to go next.
- [Assets, liabilities, income and expenses](https://recontrol.money/docs/features/accounts.md): The four classes, each with its own screen: what you have, what you owe, what comes in, and where it goes.
- [Transactions](https://recontrol.money/docs/features/transactions.md): Record where money came from and where it went, read it back, find it again, and fix it.
- [Insights](https://recontrol.money/docs/features/insights.md): How Recontrol's figures, changes and charts are worked out, and how to choose the period they cover.
- [Plans](https://recontrol.money/docs/features/plans.md): Budgets, goals and watchlists: what you keep to steer your money, and how to start one from what you want.
- [Budgets](https://recontrol.money/docs/features/budgets.md): A ceiling on what you spend over a period that repeats, on some categories or on what leaves some accounts.
- [Goals](https://recontrol.money/docs/features/goals.md): A target on some of your balances, savings to reach or a debt to pay off, and an honest answer to whether you'll get there.
- [Watchlists](https://recontrol.money/docs/features/watchlists.md): Follow the total of some of your accounts over time, with no target and no verdict.
- [Alerts and notifications](https://recontrol.money/docs/features/alerts.md): Set an alert on a budget, a goal, or a card or loan, and find what Recontrol told you in one place.
- [Connections](https://recontrol.money/docs/features/connections.md): Link a bank or broker once and let balances and transactions arrive on their own.
- [Chat](https://recontrol.money/docs/features/chat.md): Ask about your money in your own words. Recontrol computes every figure, and nothing changes unless you confirm it.
- [Spaces, members and roles](https://recontrol.money/docs/features/spaces.md): One set of books for each household, couple or small team, with named roles for who can change what.
- [Shared costs and settling up](https://recontrol.money/docs/features/shared-costs.md): In a space you share, see who paid, who gets back and who owes, and settle up in a tap.
- [Settings](https://recontrol.money/docs/features/settings.md): The app lock, appearance and money's colours, AI features, usage analytics, help, the app's version, and signing out.
- [Recontrol on the web](https://recontrol.money/docs/features/web.md): The same account and the same spaces at a desk, at app.recontrol.money.
- [Pricing and subscription](https://recontrol.money/docs/features/subscription.md): The ledger is free forever. A subscription pays for the work done on your behalf: bank sync, Chat and categories done for you.
- [Billing and subscription](https://recontrol.money/docs/support/billing.md): Trials, renewals, cancelling, restoring purchases, and what happens if you stop paying.
- [FAQ](https://recontrol.money/docs/support/faq.md): Answers to the most common questions about Recontrol.
- [Connection problems](https://recontrol.money/docs/support/connections.md): A bank you can't find, a connection that stopped syncing, Zerodha's daily sign-in, and the connection limit.
- [Account and data](https://recontrol.money/docs/support/account.md): Manage your account, see what data Recontrol holds, export it, and delete it if you choose.
- [Contact us](https://recontrol.money/docs/support/contact.md): Reach us for help, feedback, or anything the FAQ doesn't cover.
- [Double-entry bookkeeping](https://recontrol.money/docs/concepts/double-entry.md): The accounting method that makes phantom balances impossible, and why Recontrol is built on it.
- [Accounts](https://recontrol.money/docs/concepts/accounts.md): Why Recontrol sorts everything into four classes, and what each one means.
- [Transactions](https://recontrol.money/docs/concepts/transactions.md): The record of every time money moved: where it came from, where it went, how much and when.
- [Spaces](https://recontrol.money/docs/concepts/spaces.md): Each space is its own set of books, shared with exactly the people you invite.
- [Currencies and rates](https://recontrol.money/docs/concepts/currencies.md): Each account keeps its own currency; each space adds them up in one reporting currency, at today's rates.
- [What syncs, and when](https://recontrol.money/docs/concepts/syncing.md): What a connected bank or Zerodha brings in, how often, and how Recontrol places each imported transaction.
- [Your AI tool](https://recontrol.money/docs/ai-tool/index.md): Connect Recontrol to Claude or ChatGPT, and ask about your money there, answered from your own records. Free on every plan.
- [Connect Claude](https://recontrol.money/docs/ai-tool/claude.md): Add Recontrol to Claude as a custom connector, and ask about your money there.
- [Connect ChatGPT](https://recontrol.money/docs/ai-tool/chatgpt.md): Turn on ChatGPT's Developer mode, add Recontrol as a custom connector, and ask about your money there.
- [What it can read and write](https://recontrol.money/docs/ai-tool/what-it-can-do.md): Everything Your AI tool can look up in Recontrol, the five things it can change, and what it never does.
- [Revoke access](https://recontrol.money/docs/ai-tool/revoke-access.md): Stop Claude or ChatGPT reading your Recontrol data: revoke it on the web, or remove the connector in your AI tool.
- [Security](https://recontrol.money/docs/data/security.md): How Recontrol protects your data in transit, at rest, and on your device.
- [What we store](https://recontrol.money/docs/data/storing.md): A plain-language breakdown of every type of data Recontrol holds, and what we do with it.
- [AI and your data](https://recontrol.money/docs/data/ai.md): Exactly what leaves Recontrol when you use Chat or let it sort your bank's transactions, who processes it, and what is never sent.
- [Your rights](https://recontrol.money/docs/data/rights.md): Your rights over the personal data Recontrol holds about you.
- [Delete your data](https://recontrol.money/docs/data/delete.md): How to permanently delete your Recontrol account and all associated data.
- [Subprocessors and third parties](https://recontrol.money/docs/trust/subprocessors.md): Every outside service that receives data when you use Recontrol: who, what they receive, why, and where.
- [Reporting a security issue](https://recontrol.money/docs/trust/disclosure.md): How to tell us about a vulnerability in Recontrol, what to include, and what happens next.
- [Accessibility](https://recontrol.money/docs/trust/accessibility.md): What Recontrol checks today for people who use a screen reader, larger text, the keyboard or reduced motion, and how to tell us about a barrier.
- [Legal](https://recontrol.money/docs/legal/index.md): Every Recontrol policy in one place: privacy, terms, security, access, retention and licences.
- [Privacy Policy](https://recontrol.money/docs/legal/privacy.md): How Recontrol collects, uses, and protects your personal information.
- [Terms of Service](https://recontrol.money/docs/legal/terms.md): The terms that govern your use of Recontrol.
- [Information Security Policy](https://recontrol.money/docs/legal/security.md): Recontrol's information security programme — the technical and organisational measures that protect your data.
- [Access Controls Policy](https://recontrol.money/docs/legal/access.md): How access to Recontrol's systems and your data is granted, authenticated, authorised, and reviewed.
- [Data Retention and Disposal Policy](https://recontrol.money/docs/legal/data.md): How long Recontrol keeps personal data, and how it is securely and permanently disposed of.
- [Open-source licenses](https://recontrol.money/docs/legal/licenses.md): Third-party open-source software used in Recontrol and their licenses.


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