Help & Frequently Asked Questions

Find answers to common questions about using the Financial Management Application

Quick Start Guide

Start by adding your income sources and regular income

Create budgets for your expense categories to track spending

Record expenses as they happen or set up recurring bills

Enter your debts and bank accounts to track net worth

Create savings goals and track your progress

Review analytics and adjust your financial strategy

If you couldn't find an answer to your question, here are some additional resources:

• Check out the individual Analytics pages for insights into your financial data
• Review the Reports section for detailed financial statements
• Visit the Notifications page to stay updated on important financial events
• Explore each module's features using the sidebar navigation