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
Account Roles
Every account has an owner. The owner may share the account with friends with varying levels of access.
Role | Owner | Writer | Reader | Transfer |
---|---|---|---|---|
Manage Permissions | ||||
Edit Account Details | ||||
View Account Details | ||||
Manage Transactions | ||||
View Transactions | ||||
Transfer Transactions | ||||
Include in Reports |