Get started in three steps
This guide will help you set up Firefly III, create your first account, and record your first transaction. By the end, you’ll understand the basics of tracking your finances.This quickstart uses Docker for the simplest setup experience. For other installation methods, see the installation guide.
Install Firefly III with Docker
The fastest way to get started is with Docker. Make sure you have Docker installed on your system.Create a Create a Start Firefly III:Wait about 30 seconds for the database to initialize, then open http://localhost in your browser.
docker-compose.yml file:docker-compose.yml
.env file with your configuration:.env
Create your first account and transaction
After logging in to Firefly III, you’ll see the dashboard. Let’s set up your first financial account and record a transaction.
Register your account
When you first access Firefly III, you’ll be prompted to create an account. Choose a username and password.If you’re using 2FA (recommended), you’ll be asked to scan a QR code with your authenticator app.
Create an asset account
- Navigate to Accounts > Asset accounts in the top menu
- Click Create new asset account
- Fill in the details:
- Name: Your checking account name (e.g., “Main Checking”)
- Account type: Select “Default account”
- Account number: Your actual account number (optional)
- IBAN: Your IBAN if applicable (optional)
- Opening balance: The current balance in your account
- Opening balance date: Today’s date
- Click Submit
Record your first transaction
Now let’s record an expense:- Click Create transaction (or press
Ctrl+N) - Choose Withdrawal (an expense)
- Fill in the transaction details:
- Description: What you spent money on (e.g., “Groceries at Supermarket”)
- Amount: The amount you spent
- Source account: Select your checking account
- Destination account: Type the store name (e.g., “Supermarket”) - Firefly III will create this expense account automatically
- Date: When the transaction occurred
- Category: Optional but helpful (e.g., “Groceries”)
- Budget: Optional - we’ll set this up later
- Click Submit
Firefly III uses double-entry bookkeeping. Every transaction has a source (where money comes from) and a destination (where it goes to).
Transaction types
Firefly III supports three main transaction types:Withdrawal
Money leaving your accounts (expenses like groceries, bills, shopping)
Deposit
Money entering your accounts (income like salary, gifts, refunds)
Transfer
Money moving between your own accounts (checking to savings)
Explore the dashboard and features
After creating your first transaction, return to the dashboard to see your financial overview.
Dashboard overview
The dashboard shows:- Account balances: Current balances of all your accounts
- Recent transactions: Your latest income and expenses
- Budget status: How much you’ve spent vs. your budget (if set)
- Bill reminders: Upcoming bills you need to pay
- Piggy banks: Progress toward your savings goals
Set up a budget
Budgets help you control spending:- Go to Budgets in the top menu
- Click Create a budget
- Enter a budget name (e.g., “Groceries”)
- Set a budget amount for the current month
- Click Submit
Create a recurring transaction
For expenses that repeat (like rent or subscriptions):- Navigate to Recurring transactions
- Click Create a recurring transaction
- Set up the pattern:
- Description: What the transaction is for
- Amount: How much
- First date: When it starts
- Repeat: How often (daily, weekly, monthly, yearly)
- Repetitions: How many times (or leave empty for indefinite)
- Click Submit
Next steps
Now that you have Firefly III running and understand the basics, explore these features:Manage accounts
Learn about different account types and how to organize them
Master transactions
Deep dive into transaction management and bulk operations
Set up budgets
Control your spending with monthly and annual budgets
Create rules
Automate transaction categorization with powerful rules
Track bills
Set up bill tracking to never miss a payment
Generate reports
Analyze your finances with detailed reports and charts
Import existing data
If you have existing financial data to import:CSV import
Import transactions from CSV files exported from your bank
Data importer
Use the official data importer for automated imports
Keyboard shortcuts
Speed up your workflow with these shortcuts:| Shortcut | Action |
|---|---|
Ctrl+N | Create new transaction |
Ctrl+Alt+T | Jump to search |
/ | Focus search box |
Common questions
How do I change my password?
How do I change my password?
Go to Options > Profile and click Change password. You’ll need to enter your current password and the new password twice.
Can I use multiple currencies?
Can I use multiple currencies?
Yes! Firefly III supports any currency. Go to Options > Currencies to enable additional currencies. Each transaction can have a foreign currency amount.
How do I back up my data?
How do I back up my data?
Your data is stored in the database. Back up the database regularly using your database system’s backup tools. For Docker, also back up the volume data.
Can I access Firefly III from my phone?
Can I access Firefly III from my phone?
Yes! The web interface is mobile-friendly. There are also community-built mobile apps available. Check the ecosystem page for links.
Need help?
Documentation
Read the full documentation for detailed guides
Community support
Ask questions in GitHub Discussions
Report bugs
Found an issue? Let us know on GitHub
Live chat
Get quick answers on Gitter