Table of Contents

Overview

Getting Started
Manage Profiles
Manage Budgets
Manage Accounts
Manage Category Groups
Settings

Onboarding

Home

Budget

Charts

Charts
Transactions by Category
Transactions Timeline
Income/Expense Ratio
Actual vs Forecast Performance (YTD)
Totals by Category Group

Transactions

Transactions
Add Manual Transaction
Edit Manual Transaction
Edit Imported Transaction
Assign Transactions
Split Transaction

Scheduled Transactions

Scheduled Transactions
Add Scheduled Transaction
Edit Scheduled Transaction

Categories

Categories
Add Category
Edit Category
Transfer Keywords & Transactions

Frequently Asked Questions

Known Issues