Sign up or log in to access your dashboard. New accounts start with an empty dashboard—add transactions, set a budget, and create savings goals to get going. Use the sidebar to switch between Overview, Transactions, Bills, Analytics, and Settings.

Add transactions from the Transactions tab or the quick “Add transaction” action; you can set category, date, and amount. Bills and subscriptions are managed in the Bills section—add due dates and amounts, and use the calendar view to see what’s coming up. Your data is stored per account and is not shared with third parties.

Set your monthly, weekly, and daily budgets in the Summary Cards area (use Edit on each card). Savings goals let you name a target amount and optional deadline. The dashboard layout is locked by default; unlock it via the layout control to drag and reorder cards and sections.

Analytics shows spending trends, category breakdowns, and Budget vs Actual. Smart Insights surface things like upcoming bills and spending streaks based on your own data. All of this runs on data stored in your dashboard only—we don’t use your expenses or transactions for external features.

Manage security in Account Settings: change password (via the email reset link), and enable two-factor authentication (2FA) for extra security. Subscription and billing are handled through Stripe; you can subscribe from the pricing area when signed out.

If the dashboard shows old or wrong data, try a hard refresh (Ctrl+F5 or Cmd+Shift+R) or use Dev tools (if available) to reset data. Layout problems can be fixed by re-locking the layout or refreshing. For login or sync issues, log out and log back in, or use “Forgot password” to reset. Report bugs or send feedback from the Help Center.