Short, practical walkthroughs to set up your dashboard and keep it effortless.
Export OFX/QFX/CSV from your bank, drop it in, and let duplicate detection do the rest. See the help article →
Add bank accounts with an opening balance and credit cards with limits and due dates so balances stay accurate.
Add recurring bills, mark them paid, and watch the "upcoming in 30 days" total on your dashboard.
Export any table to CSV, or your whole workspace to JSON, so you always own a copy of your data.
More in-depth guides are coming. Need something specific? Ask us.