Guide
A step-by-step tour of the app — from sign-in to shared ledgers, statements, and personal wallets.
01
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.
02
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 left or right to see another currency if you use more than one.
03
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.
04
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. Your own DueTrace ID is on your identity card — tap your profile picture at the top of Home to see it, then Copy or Share it. Anyone on DueTrace can find you by your ID.
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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." The name and currency can't be changed once the ledger is created. When the other party accepts the first transaction in it, they accept the ledger as it is — its name, its currency, and dealing with you. Until a transaction has been accepted, either of you can delete the ledger, and any pending transactions in it are rejected. Once a transaction has been accepted, the ledger can't be deleted — it can only be archived, and only once its balance is zero. Archiving moves the ledger to Archived Ledgers for both of you; it comes back when either of you taps Unarchive or adds a new transaction.
06
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.
07
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.
08
Get a comprehensive, professional breakdown of every transaction. Double-tap any page of the statement to open it on its own, then pinch to zoom in and drag to move around; double-tap again to go back to all pages. Then Share or Export PDF.
09
Private books for you alone — they never change what you owe anyone. On Home, tap Wallets, then + to create as many wallets as you need: daily expenses, a trip, the car. Each wallet has its own currency, chosen when you create it; it can't be changed later, so use a separate wallet for another currency. Record Expense and Add Income apply immediately — no confirmation, since it's just you. Tap any entry to edit its amount or description, or to delete it. Search inside a wallet by description or amount, or find a wallet by name in My Wallets. The ⋮ menu opens the wallet statement for any period (Export PDF), exports to Excel, and lets you rename, archive or delete the wallet; an archived wallet is read-only until you unarchive it.
Also worth knowing
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. More languages will be added in upcoming updates.
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.
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Say goodbye to awkward money texts, lost notes, and messy calculations. Download DueTrace now — iOS, Android, or try it instantly in the browser.