Help
How each page works, and answers to common questions.
- Add a transaction
Record money in or out. It shows in your lists, budgets, and charts at once.
- Set a budget
Give a category a monthly limit and choose when to be warned.
- Set a goal
Name what you are saving for and a date. The monthly amount is worked out for you.
Common questions
Keyboard
- TabMove to the next control; Shift and Tab goes back
- EnterOpen a link or press a button; Space works for buttons too
- EscClose a dialog, a menu, or a side sheet
- /Jump to the search box on Transactions
- ←→Move between months in the cash flow chart, and between options in a row of choices
- ShiftEnterStart a new line in the assistant; Enter on its own sends
Still stuck?
Write to us and include the page you were on.
support@example.comEvery page
- DashboardIncome, spending, balance, and goals at a glance
- TransactionsEvery payment in and out, with search and filters
- BudgetMonthly limits by category, and what is left
- GoalsWhat you are saving for, and how close you are
- AnalyticsCash flow, spending trends, and month comparison
- AccountsCards and bank accounts with their balances
- RecurringBills, subscriptions, and income on a schedule
- CategoriesWhere the money goes, category by category
- AssistantAsk about your spending, budgets, and goals
- SettingsProfile, currency, categories, alerts, and theme
- HelpHow each page works, and answers to common questions