Quick Guide

Key features and shortcuts. Good for refreshing your memory on specific topics.

Dashboard

Your home view. Summary cards show saved amount, budgets, spending. Use the month selector to switch months. Customize to reorder or hide sections; lock the layout when done.

Adding transactions & bills

Click Add Bill / Transaction in the top bar. Fill amount, category, date. Use “Repeat bill” for recurring items. Transactions appear in Bills & Transactions and in spending charts.

Bills & Calendar

Sidebar → Bills & Calendar. View upcoming bills and a calendar. Add and edit bills with due dates. Helps you plan around payday and avoid missed payments.

Spending & categories

Spending Chart and Category Breakdown show where your money goes. Filter by month and category. Use this to spot trends and adjust budgets.

Savings goals

Set goals and track progress on the dashboard. Goals can have target amounts and deadlines. The payday countdown helps you plan until the next income.

Settings & security

Sidebar → Settings. Change currency, theme, notifications. Enable two-factor authentication (2FA) for extra security. View recent logins and log out other sessions if needed.

Help & support

Use the in-app Help Center (sidebar) for FAQs, to report bugs, or send feedback. For the full walkthrough, see the Complete Tutorial.