TL;DR — Key Takeaways
- →Set citizenship first — it activates Schengen exemptions for EU passport holders.
- →Home country is your savings ledger baseline; income powers comparison calculations.
- →Primary tax home (US citizens) is the country you claim for FEIE/FTC purposes.
- →Alert preferences can be configured per-type and updated anytime.
- →Stat cards populate automatically as you log trips and use other features.
Before any other feature in keepmore.money can do its job, your dashboard needs to know the basics about you. This tutorial walks through the five-minute setup that unlocks everything else.
What you'll have by the end: preferences configured, stat cards active, and a dashboard ready to power the Residency Tracker, Schengen calculator, and Savings Ledger.
Prerequisites
You need an active keepmore.money account. The dashboard overview is visible on a free account; premium features require a subscription.
Step 1 — Navigate to the Dashboard
After logging in, click Dashboard in the left navigation sidebar. If this is your first visit, you'll see empty stat cards at the top and a prompt to configure your preferences below.
Dashboard page on first login, showing empty stat cards at the top and the preferences panel below
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Step 2 — Set Your Income and Currency
In the Preferences section, click the Income row. Enter your gross annual income — used to calculate your Tax Savings Ledger and country comparisons. Then click Currency and pick your preferred display currency.
Preferences panel with the income input field active and the currency dropdown visible
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Step 3 — Set Your Home Country and Citizenship
Click Home Country and select the country you use as your tax baseline. This is what the savings ledger compares your abroad tax burden against.
Next, click Citizenship and add all citizenships you hold. If you hold an EU passport, this tells the Schengen tracker to exempt you from the 90/180-day count.
Home country selector and citizenship multi-select with dropdown options visible
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Step 4 — Add Your Primary Tax Home (US Citizens)
If you're a US citizen or green card holder, you'll see a Primary Tax Home field. This is the country you're claiming as your tax home for FEIE or FTC purposes — used by the FEIE/FTC Optimizer.
Primary tax home field highlighted in the preferences list with the country autocomplete open
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Step 5 — Configure Alert Preferences
Scroll to Alert Preferences. Choose which types of residency and tax alerts you want to receive, and mute any categories that aren't relevant. Leave them all on for now — refine once you see what comes through.
Alert preference toggle switches showing different alert type options, some on and some off
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Step 6 — Review Your Stat Cards
Once preferences are set, scroll back to the top. The stat cards reflect your data as you use other features. They may show zeroes now — they'll populate as you log trips and run tools.
Dashboard stat cards showing populated data — trips logged, countries tracked, unread alerts, comparisons saved
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What's Next
Your most useful next steps are logging recent travel in the Residency Tracker and adding countries to your Alerts watch list.