Complete the setup checklist: connect accounts, sync transactions, and invite household members.

Learn how to add manual accounts, review and categorize transactions, hide items from reports, and export your data.

Understand your dashboard widgets: net worth, savings goals, and upcoming recurring charges.

Create custom categories, build rules, split transactions, and understand special category types.

Choose monthly vs annual budgeting, track savings rate, and stay on plan throughout the month.

Use monthly and annual P&L reports, benchmarks, drill-downs, unusual activity, and recurring detection to spot trends.