Help Center

Everyday records

Set up an account and understand Today, Including future, and archived accounts.

Preview QIF or CSV files, resolve mappings and matches, then import the reviewed activity.

Use shared system categories or household custom categories to organize transactions and budgets.

Enter deposits and withdrawals, review transaction status, and find missing rows.

Start with one account, record activity, and see how upcoming payments affect your plan.

Choose reminder content and delivery preferences, including why an empty daily summary is not sent.

Understand Owner, Editor, and Viewer roles, invitations, and household switching.

Review household consent, read and change permissions, and how to revoke an AI connection.

Review saved household snapshots, their contents and limits, and the effects of restoring.

Compare payoff approaches using debt balances, interest rates, and payment assumptions.

Understand every two weeks, twice a month, short months, and series endings.

Allocate monthly spending by account and category, then compare spending and commitments.

Create a repeating schedule and distinguish entering an occurrence from paying a bill.

Read daily projected balances and inspect the transactions and schedules behind them.

See how spending consumes a reserve without being deducted twice from After budgets.

Select a report, account, and period, and distinguish recorded spending from projections.