Quick Start Guide

How to Install ShekelSync

Get up and running in under 2 minutes. Follow these simple steps to connect your Israeli bank accounts and start managing your finances.

1

Download & Install

Download ShekelSync for your operating system. The app is available for Windows, macOS, and Linux.

  • Visit the download page and choose your OS
  • Run the installer — no admin rights needed
  • The app opens automatically after installation
2

Register with Email

Create your account using just your email address. Registration is free — no credit card required.

  • Enter your email address
  • Choose a secure password
  • Your account activates instantly
3

Connect Your Bank

Navigate to the sidebar and click "Add Account". Select your Israeli bank or credit card company from the list.

  • Click "Add Account" in the sidebar
  • Select your bank (Leumi, Hapoalim, Discount, etc.)
  • Enter your bank credentials securely
  • Credentials are encrypted locally — never sent to any server
4

Watch Your Data Flow In

The sync runs automatically. Watch as your transactions, balances, and investment data populate in real-time.

  • Transactions appear as the sync progresses
  • Categories are auto-assigned by AI
  • Your dashboard fills up with real data
  • Add more accounts anytime
5

Explore Your Dashboard

Your financial picture is ready. See income vs expenses, your health score, investment portfolio, and AI-powered insights — all on one screen.

  • Summary cards show income, expenses, and net position
  • Financial Health Score rates your overall wellness
  • Sankey diagram shows money flow from sources to categories
  • Set up automatic sync to keep data fresh
Pro Tips

Enable Auto-Sync

Go to Settings and enable automatic background sync so your data stays fresh without lifting a finger.

Set Up Categories

Create automatic rules for recurring merchants. The app will categorize future transactions from them automatically.

Try the AI Chatbot

Click the chat button and ask questions like "What are my top 3 expenses this month?" — in plain language.

Ready to Get Started?

Join the waitlist and be among the first to experience financial clarity.

Join Waitlist
Buy me a coffee