Knowledge Base
Find guides on setup, accounts, budgeting, and reports.
Getting Started
Complete the setup checklist: connect accounts, sync transactions, and invite household members.
Managing Accounts & TransactionsAdd manual accounts, recategorize transactions, import CSV files, hide items from reports, and export data.
DashboardUnderstand your dashboard widgets: net worth, savings goals, and upcoming recurring charges.
CategoriesCreate custom categories, build rules, split transactions, and understand special category types.
BudgetChoose monthly vs annual budgeting, track savings rate, and stay on plan throughout the month.
P&L and InsightsReview P&L reports to spot trends, surface unusual activity, and track recurring charges.
Still have questions?
If you cannot find what you need, please contact us and we will be happy to help.