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Step-by-step guides

Getting Started

Set up your account, connect your bank, and start tracking

Categorizing Transactions

Understand how AI, rules, and manual classification work together

Coming soon

Setting Up Your Budget

Create spending limits and track your progress each month

Coming soon

Managing Finances Together

Share accounts and expenses with your partner

Coming soon

Tracking Investments

Monitor your portfolio, dividends, and capital gains

Coming soon

Getting Started

Set up accounts and learn the basics
Dashboard overview Connect your bank Manual accounts Account types

Transactions

Categorize, split, and organize
AI categorization Classification rules Split transactions Labels

Spending Plan

Plan and track your spending
Envelope planning Spending Plan Spending Track Income allocation

Reports

Savings, net worth, and trends
Savings rate Net worth Trends Savings modes

Investments

Portfolio and dividend tracking
Investment assets Buy/sell/dividend FIFO method Asset allocation

Multi-Owner

Couples and family finances
Owner concept Account vs detail owner Transfer detection Settlement tracking

Full Glossary

All terms A-Z

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