NEXO
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NEXO KNOWLEDGE CENTRE

Help for every step in NEXO

This help centre explains the key areas of NEXO REPORT before and after sign-in. Choose a topic, follow the steps, and open the relevant area in your account when you are ready.

Person receiving support with a NEXO question

All topics

Getting started & dashboard

Set up your account, understand your overview, and begin with one clear task.

Set up your account and understand the dashboardStart with NEXO without entering all of your data at once.Use public Help and start NEXO safelyHelp and FAQs can be read without an account on web and mobile. Registration, sign-in, and guided setup then open your personal workspace.Use the dashboard completelyThe dashboard brings together your private tasks, open amounts, and current finance overview. Every card leads safely to the relevant workspace.Understand dashboard values correctlyRead the indicators without confusing open and paid amounts or different currencies.Guided tourGet to know NEXO topic by topic.Tips & tricks: the 50/30/20 rule and moreSimple rules for budgeting, saving and bills – with a calculator.Keyboard shortcutsGet around NEXO faster with the keyboard.

Finances & budgets

Record income, expenses, categories, and insights clearly.

Record income and expensesNew entries use your working currency and keep their original currency.Delete several finance entries safelyDeliberately select several visible entries and confirm the batch deletion once.Record, filter, and review income and expensesFinances manages your own entries in the selected working currency; saved entries keep their original currency.Importing a bank statement – without a bank connectionDownload your bank statement from your e-banking and import it. NEXO doesn't need access to your bank.Budgets, warnings and savings goalsSet a monthly budget per category and let NEXO calculate the savings amount for your goals.Net worth overviewRecord accounts, investments and debts and see how your net worth develops month by month.Weekly recap by emailA short summary every Monday morning: the week's spending, upcoming bills and appointments.

Bills & payments

Record bills, review them, plan deadlines, and mark them paid.

Record a bill and prepare paymentEnter bills manually or review recognised information before you plan a payment.Manage bills, status, and instalments clearlyBills remain open until you mark them paid after actual payment.Payment plan: what to pay now?The payment plan sorts your open bills by importance and shows how much is left until payday.Payment file for e-bankingPay several bills at once: NEXO creates a payment file (pain.001) that you upload in your e-banking.Subscription and contract radarKeep track of subscriptions, contracts, cancellation deadlines and price changes.

Documents & recognition

Upload documents, review suggestions, and organise them meaningfully.

Upload documents and review resultsProcess bills, contracts, lists, and appointment documents with a controlled review step.Use scans and image text recognitionNEXO recognises supported documents, shows a reviewable draft, and stores nothing until you choose to save it.Upload, assign, and review files safelySave only files you are authorised to use, and treat every recognised value as a proposal that requires review.Send documents to NEXO by emailForward bills by email to your personal NEXO address.

Calendar & reminders

Plan appointments, tasks, and payment deadlines and follow their status.

Plan an appointment or reminderUse the calendar and reminders to keep deadlines and personal appointments in a clear flow.Manage reminders and check notificationsRecord appointments, tasks, or payment deadlines and keep open items in view.Review plans, holidays and appointment lists in CalendarCalendar brings appointments, tasks, payments, work, holidays, and school plans together in a daily view.Set up and select calendar categoriesTailor the legend and create personal categories for appointments you plan regularly.Search Calendar, choose views, and filterUse the web application to find appointments precisely and control month, week, or list view.Plan work schedules or import them from a documentWork schedules are planned per household member on the web and are only imported after review.Plan holidays, absences, and school holidays separatelyPerson-specific absences and school holidays are separate planners in the web application.Import an appointment list or holiday periodThe web application analyses a selected file as a draft. Only your reviewed selection is added to Calendar.Complete reminders and understand recurrenceOn web and mobile, reminders can be searched, filtered, edited, and completed deliberately.Use the mini calendar and notificationsThe web mini calendar and browser notifications support daily planning.Select and delete multiple reminders safelyOn web and mobile, filtered reminders can be selected together. Only an explicit confirmation deletes the selected entries.NEXO calendar in Google, Apple or OutlookSubscribe to your appointments and due dates in your usual calendar.

People & open amounts

Manage household members, children, external people, claims, and liabilities.

Manage people and open amountsRecord household relationships and outstanding amounts without mixing currencies.Manage people and open amounts in the appropriate review areaKeep household members, children, and external people to the information you need, and always compare linked amounts with your own records.

Shopping lists & receipts

Plan purchases, reuse lists, and consciously add expenses.

Plan shopping and use receiptsCreate lists, set a budget, and decide yourself whether to add a purchase as an expense.Split a restaurant bill on mobileScan or upload a receipt, review every item, and split the bill without rounding errors.Review and import receiptsScan a receipt, check the draft, and import only the correct details.Connect shopping lists, receipts, and Finance deliberatelyShopping lists organise items; a receipt or purchase becomes a Finance expense only after review.Shopping list with a groceries budgetThe shopping list shows how much of the groceries budget is still left this month.

Taxes & records

Prepare tax records, organise profiles, and understand calculation limits.

Prepare tax documents clearlyNEXO supports personal preparation but does not replace binding tax advice or filing.Prepare tax records in five stepsThe tax workspace organises information and documents without triggering an official calculation or filing.Use the tax profile and preparation as reviewable working materialNEXO organises personal information and supporting files, while professional review and filing remain with you and the responsible authority.

Subscription & billing

Choose a plan, understand the trial, manage the subscription, and handle payment questions.

Manage your subscription and trialReview pricing, currency, and features before Checkout; manage your subscription through the linked portal afterwards.Set up the Family workspace, plan, and roles safelyAn active or trialing Family plan held by the Family owner unlocks a separate shared workspace for up to eight active members.Understand subscriptions, Checkout, and Master accessRegular accounts see their plan, status, and where available Stripe Checkout or the customer portal; a Master account manages its product access server-side.Family chat, shared documents, and clear data boundariesUse Family chat and recognise deliberately shared content in the relevant workspaces.Pay monthly or yearlyWith yearly billing, you pay for 10 months instead of 12.AI creditsEvery plan includes monthly AI credits for especially demanding AI features. You can buy additional credits.

Settings, language & currency

Manage preferences, notifications, language, and your working currency securely.

Change language, currency, and preferencesAdjust the view for your everyday use without silently changing historic financial data.Set language and working currency on web and mobileLanguage and working currency are personal preferences. They do not silently change another Family member’s language or already stored amounts.

Account, security & privacy

Protect sign-in, manage passkeys and multi-factor protection, and understand your data rights.

Use your account securelyProtect your account with a strong password and available security options.Understand sign-in methods and data backupUse the available security options for the appropriate device and platform.Protect account access, passkeys, and SMS MFA deliberatelyWeb Settings offers the existing account-data, passkey, and SMS MFA controls. Each person uses their own NEXO account; Family roles do not change sign-in credentials.Manage sign-in, email links, and passwords safelyUse only NEXO sign-in pages and email links you expect. Support can never collect a password or security code for you.Data export as an encrypted .nexo fileBack up your data in a file that only NEXO can read.

NEXO Assistant

Ask questions, interpret answers, and take suggested actions carefully.

Use the assistant effectivelyThe assistant helps you find features and understand your data but does not replace binding professional advice.Use attachments and voice input in the assistantUse text, images, files, and voice input only for information needed for the current question.Understand the assistant, privacy, and confirmed proposalsThe assistant explains NEXO and helps with orientation. It makes no binding decision and performs no silent change or payment.AI mode: Standard, Precise, ExpertChoose how thoroughly the assistant should answer.

Frequently asked questions

Short answers about accounts, data, currencies, subscriptions, and essential workflows.

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