Help & Support
Everything you need to know to master your finances
Getting Started
Quick start guide for new users
Features Guide
Learn about all available features
FAQs
Frequently asked questions
Getting Started
1. Create Your Account
Sign up with your email and create a secure password. You'll get instant access to your personal finance dashboard.
2. Set Up Your Accounts
Add your bank accounts, credit cards, and cash accounts. This helps you track all your money in one place.
- Go to Accounts → Add New Account
- Enter account name, type, and initial balance
- Set account color for easy identification
3. Create Categories
Organize your spending with custom categories like Groceries, Rent, Entertainment, etc.
4. Record Transactions
Start tracking your income and expenses. The more data you add, the better insights you'll get.
5. Set Budgets & Goals
Create monthly budgets for your categories and set financial goals to stay on track.
Features Guide
Accounts Management
Track multiple accounts with real-time balances.
- • Add unlimited accounts
- • Track balance history
- • Transfer between accounts
- • View account summaries
Transactions
Record and categorize all your financial activities.
- • Income & expense tracking
- • Custom categories
- • Recurring transactions
- • Advanced filtering & search
Budget Planning
Set spending limits and stay within budget.
- • Category-based budgets
- • Monthly tracking
- • Progress visualization
- • Budget alerts
Financial Goals
Set and achieve your savings targets.
- • Create custom goals
- • Track progress
- • Set target dates
- • Celebrate milestones
Reports & Analytics
Gain insights into your spending patterns.
- • Expense breakdown charts
- • Income vs expense trends
- • Category analysis
- • Export to PDF
AI-Powered Insights
Get personalized financial recommendations.
- • Smart spending analysis
- • Budget recommendations
- • Savings opportunities
- • Financial health score
Frequently Asked Questions
Is my financial data secure?
Yes! We use industry-standard encryption to protect your data. Your information is encrypted both in transit and at rest. We never share your personal financial data with third parties.
Do I need to connect my bank account?
No, you don't need to connect your bank account. You can manually add transactions and manage your finances without any bank integration. This gives you full control over your data.
Is there a mobile app?
The web application is fully responsive and works great on mobile browsers. A dedicated mobile app is currently in development and will be available soon.
Can I export my data?
Yes! You can export your financial reports as PDF files. We're also working on CSV export functionality for your transaction data.
Can I share access with family members?
Currently, each account is individual. Multi-user household management is on our roadmap for future updates.
What's included in the Pro subscription?
Pro subscribers get unlimited accounts, advanced AI insights, priority support, custom reports, and early access to new features. Check the subscription page for full details.
Can I cancel my subscription anytime?
Yes, you can cancel your subscription at any time from your account settings. You'll retain Pro features until the end of your current billing period.
How do recurring transactions work?
You can mark any transaction as recurring with a custom frequency (daily, weekly, monthly, etc.). The system will automatically create future instances for you to track.
Still Need Help?
Our support team is here to assist you with any questions or issues.