Guide

How DueTrace works

A step-by-step tour of the app — from sign-in to shared ledgers, statements, and personal wallets.

01

Sign In & Permissions

Sign in with your email and password. On mobile, DueTrace then asks for notification access, so you get alerted the moment the other party logs a transaction. Contacts access is optional and only requested the first time you add someone from your address book — we never upload your contacts to our database. Prefer not to share them? Connect with a DueTrace ID, email, or phone number instead.

DueTrace login screen with email and password fields

02

Your Financial Dashboard at a Glance

The home screen is clean and intuitive. Your name sits at the top (editable anytime), with an optional, dismissible banner to link your phone number so friends can find you. The summary card shows your net balance for a given currency: red is what you owe overall, green is what you're owed — swipe to see another currency if you use more than one.

Home screen with name, phone-link banner, and summary card

03

Smart Ledgers & Multi-Currency Support

The "Recent Transactions" list below shows exactly who owes what. Use search to quickly find a specific person or ledger. Any pending request waiting on your accept or reject also surfaces right here on home.

Recent Transactions list on the DueTrace home screen

04

Four Ways to Start a Transaction

Tap + to open "Start New Transaction," with four ways to find the other party: From Contacts, By Phone Number, DueTrace ID, or By Email. If they're already on DueTrace, you go straight to creating a ledger. If they're not on the app yet: from Contacts you can still open a waiting ledger and invite them via WhatsApp; from Phone you can send a WhatsApp invite; ID and email search only work for people who already have an account.

Start New Transaction sheet showing Contacts, Phone, DueTrace ID, and Email

05

Purpose-Built Ledgers & Currency Setup

Once you select your contact, a popup lets you set a Ledger Title and currency. Name it whatever makes sense — "Apartment Rent," "Car Installments," "Contractor Payments," "Summer Trip Expenses" — or leave it blank for "General Ledger."

Create New Ledger popup with Ledger Title and currency

06

Recording Transactions, Your Way

Log what happened in two taps: Debit (You Took) for money or an item you received, Credit (You Gave) for money or an item you gave. Each entry needs the other party's confirmation before it counts — pending requests don't change your balance until accepted.

Shared ledger with Debit (You Took) and Credit (You Gave) buttons
Pending request that does not change the balance until accepted

07

Generate Custom Statements in Seconds

Open "Account Statement" from the ⋯ menu inside any ledger. Pick a period — Today, Last 7 Days, Last Month, Last 3 Months, Last 6 Months, All Time — or Custom Period for an exact date range.

Overflow menu with Account Statement
Select Period sheet with Today, Last 7 Days, Last Month, and All Time

08

The Perfect Account Statement

Get a comprehensive, professional breakdown of every transaction. Pinch to zoom in on the preview, then Share or Export PDF.

Account Statement PDF preview with Share and Export PDF

09

Personal Wallets

Private books for you alone — they never change what you owe someone else. On Home, tap Wallets (not the + button), then + Create Wallet. Name and currency use the same setup as a shared ledger. Buttons are Record Expense and Add Income, and entries apply immediately — no confirmation needed since it's just you.

Wallets chip on the home screen next to Recent Transactions
My Wallets empty state with Create Wallet
Personal wallet with Record Expense and Add Income
Wallet ledger showing a running balance

Also worth knowing

Also worth knowing

Languages

DueTrace speaks your language. Switch anytime under Language in Settings — nine languages, each shown in its own script: العربية, English, Français, Español, 中文, हिन्दी, Português, Deutsch, اردو.

Select Language dialog listing nine languages in their native scripts

Currencies

Track transactions in the currency that matters to you. Choose from a built-in list of 60+ major currencies when creating a ledger or wallet, or tap "Add Custom Currency" to save your own — including crypto like USDT, BTC, and ETH.

Choose Currency sheet with Search, Add Custom Currency, and major world currencies

10

Take Control of Your Shared Finances Today!

Say goodbye to awkward money texts, lost notes, and messy calculations. Download DueTrace now — iOS, Android, or try it instantly in the browser.