Core Workflows

Use these workflows for day-to-day finance tracking.

Track Monthly Expenses

1. Open Expenses.
2. Create recurring entries for fixed costs.
3. Add one-time entries for variable spending.
4. Assign categories for reporting quality.

Track Income

1. Open Income.
2. Add recurring salary or regular income.
3. Add one-time income items when needed.
4. Verify totals on the dashboard.

Manage Accounts

1. Create one account per real-world account.
2. Set a realistic starting balance.
3. Use transfers for account-to-account movement.
4. Review account-level forecast in detail pages.

Import Transactions from CSV

1. Open CSV Import.
2. Select the target account and upload your bank export.
3. Resolve conflicts, review staged rows, and confirm import.

Use Analytics

• Compare categories over time
• Review monthly cashflow trends
• Validate assumptions before setting budgets

Use the AI Assistant

• Ask for account and spending summaries
• Search for specific transactions quickly
• Use prompts to speed up repetitive finance checks

Scan a Receipt

1. Open Receipt Scanner.
2. Upload a JPG or PNG receipt.
3. Review extracted fields.
4. Save the expense and confirm the receipt appears as an attachment.

Review Documents

1. Open Documents.
2. Search or filter the library.
3. Preview images and PDFs before downloading or deleting files.