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Everyday records
Clear filters4 articles
Add and manage accounts
Set up an account and understand Today, Including future, and archived accounts.
Import and review transaction files
Preview QIF or CSV files, resolve mappings and matches, then import the reviewed activity.
Organize income and expense categories
Use shared system categories or household custom categories to organize transactions and budgets.
Record and review ledger transactions
Enter deposits and withdrawals, review transaction status, and find missing rows.