Popular Articles
Create Your First Budget
This article will be used to describe how to create your budget on the "Budgeter" screen. This is also in reference for first time setup. 1. Select "Budgeting" tab on left menu sidebar. 2. Select "Budgeter" under the Budget category. 3. To start ...
Create Your First Transaction via Plaid
This article is to describe how to setup your first transactions via Plaid! 1. On the sidebar menu tab "Finances", click the "Transactions" page. 2. Click the "Upload Transactions" button in the top right. 3. Then click the "Enable Automatic Feed" ...
Enter Transactions Manually
This article is to describe how to create a transaction manually! 1. On the sidebar menu tab "Finances", click the "Transactions" page. 2. Click the "Add Transaction" button in the top right. 3. Enter the name of the transaction, date of occurrence, ...
Add Budget Categories
This article will describe how to add a new budget category. Please note: to delete a category, a ticket must be placed. Expand the "Utilities" Category in the left side panel. Click "Categories" Once on the page of table of budget categories, click ...
Add Types
This article will describe how to add a new type category. Please note: to delete a type, a ticket must be placed. Expand the "Utilities" Category in the left side panel. Click "Types" Once on the page of table of budget categories, click the "Add ...