How to use Kleev.

Practical, step-by-step guides that match the app screen for screen.

Getting started

One guide takes you from a bank export to a working dashboard: upload, exclude transfers, categorise, and handle refunds. One sitting, no bank login.

Guide 19 min readGetting your spending into KleevExport a CSV from your bank, upload it, and work through the four setup steps.Read the guide

Property

Kleev tracks an investment property as five short setup steps. Each works on its own, but doing them in order gives you the most complete picture: cashflow, equity, loan payoff, and the monthly statement grid.

Guide 2 · Series overview3 min readSetting up a propertyAn overview of the five setup steps, in order.Read the guide Step 1 of 55 min readBasic setupAddress, price, value, rent, and purchase costs.Read the guide Step 2 of 59 min readLoans & offsetAdd loans, link offset accounts, run what-if forecasts.Read the guide Step 3 of 55 min readTagging transactionsMatch bank transactions to your property.Read the guide Step 4 of 56 min readExpense setupThe quick checklist, AI estimates, and your own numbers.Read the guide Step 5 of 58 min readThe statement grid & forecastsReading the grid, editing cells, and inflation assumptions.Read the guide

Open the app and follow along.

Every guide matches the app screen for screen. Upload one bank export and start with the first guide. Free plan available.

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