Make yourself at home.
Get set up, organize your records and find your next step.
Explore the guides
13 guidesSet up your financial workspace
Start with an account balance and an upcoming bill. Build from there.
Understand your financial position
How cash, credit, obligations and personal activity fit together.
Add income, expenses and transfers
Choose the right transaction type and keep your records organized.
Choose Bills, Subscriptions or As Needed
Where to track scheduled payments, memberships and irregular recurring costs.
Resize columns and save your layout
Drag column edges, fit content or enter an exact pixel width.
Import your transaction history
Bring in spreadsheets, screenshots or pasted text without a required template.
Read a screenshot or pasted text
Use on-device text recognition or choose optional AI assistance.
Give optional AI useful context
Clarify dates, currencies and transaction conventions before extraction.
Review duplicates and undo an import
Resolve possible duplicates before saving and understand when undo is available.
Troubleshoot an import
Fix date, amount, file and extraction problems before saving.
Understand privacy and optional processing
Workspace access, sharing permissions and AI processing explained.
Export your records
Download owned records as JSON and keep original documents separately.
Get help with access or report a problem
Password recovery, bug reports and status tracking.