Topics
-
- Register as a User
- Reset your Password
- Create a Bank Account / Asset
- Share an Account with a Friend
- Reconcile an Account
- Adjust the Balance of an Account
- Attach an Invioce for a Transaction
- See more information for a Transaction
- Set up an Investment
- Add a Category / Beneficiary / Investment / Payee
- Add a Subcategory
General Navigation
The current page is identified at the top left of the screen. Click on this to navigate to other accounts, reports or to manage your categories etc.
Each screen has its own set of associated actions (add, edit, delete, share etc), which can be found under the ‘Actions’ menu at the top right.
