How can we help?
Find a short answer, then the steps to move forward.
Getting into Halis
I haven't received my code
Your sign-in code goes to the email address shown in Halis. Check that address and your spam folder, then use the resend option on screen.
I've changed phones
Sign in to the same Halis account on your new phone to recover data that has already synced. Anything still waiting on your old device needs to be sent first.
My PIN no longer works
Your app passcode protects Halis on this device, rather than signing you in to your account. Account recovery lets you confirm your identity again and choose a new passcode.
My everyday money
Record an expense, income or transfer
Record an expense or income with its amount and account in the entry form. Moving money between your accounts has a separate flow and does not count as spending.
Set an account balance
Halis calculates balances from the amounts and transactions you record. An adjustment brings an account in line with the balance you actually see without creating an expense.
Edit or remove a transaction
You can edit or delete a personal transaction from its details. Halis recalculates the affected figures and sends the change to your other devices when syncing resumes.
Budget and goals
What an envelope is for
An envelope compares spending in your chosen categories with an amount planned for a week or month. It is a guide and does not block your money or spending.
A goal and its pace
A goal tracks an amount you want to set aside, with or without a date. When a date makes the calculation possible, Halis shows a suggested pace without scheduling a payment.
Together
Split an expense and settle up
A group expense splits an amount between the people involved. A settlement then records a payment between two people without creating another expense.
Share my account with someone
You can give someone access to one specific account with rights you choose. Sharing does not reveal your other accounts and access can be removed.
What others can see of my money
Joining a group does not automatically reveal all your personal accounts. Group expenses and account access you grant are separate kinds of sharing.
My devices
My data on two phones
Use the same Halis account to access your journal on more than one device. Each device needs a connection to receive data sent by the others.
Offline and what syncs
You can record transactions offline on a device already signed in to your account. Entries wait on that device and are sent when its connection and session allow it.
Halis AI and Premium
What Halis AI reads and what it doesn't do
Halis AI uses relevant figures from your journal to answer your question after you agree. It does not replace a professional, and its proposals do not change your journal without confirmation.
I've paid but the offer keeps coming back
If the offer reappears after a purchase, check which Halis and store accounts you are using. Restoring purchases can recover an active subscription without buying another one.