Navigation Overview
Use this reference to find the right tool for any financial task.
Main Menu
The sidebar navigation contains all primary features:
Dashboard
Your daily financial snapshot. Review spending, account balances, and recent activity. Check this screen each morning for a quick financial health check.
Best for: Daily check-ins, spotting unusual activity, quick transaction reviews
Transactions
The center of all money activity. Add income and expenses, import bank data, export records, and clean up miscategorized entries.
Best for: Recording transactions, bulk imports, data cleanup
Budget
Set monthly spending limits by category. Track progress through the month and receive alerts when categories exceed thresholds.
Best for: Monthly planning, spending control, category-level limits
Accounts
Manage your financial accounts grouped by type: liquid (cash and checking), non-liquid (investments), and debt (credit cards and loans). Transfer funds between accounts and view historical snapshots.
Best for: Balance tracking, account transfers, net worth monitoring
Reports
Analyze financial patterns with monthly and yearly views. View income versus expenses, category breakdowns, and member spending summaries.
Best for: Monthly reviews, trend analysis, spending investigations
Forecast
Project future wealth based on current savings rates and return assumptions. Visualize how today’s decisions affect tomorrow’s outcomes.
Best for: Long-term planning, retirement preparation, goal setting
Calculators
Run financial scenarios with built-in tools. Calculate compound interest growth and compare investment options.
Best for: Quick calculations, scenario planning, education
Recurring
Manage repeating transactions like subscriptions, rent, and salary. View pending occurrences and confirm or skip upcoming items.
Best for: Subscription tracking, bill management, automation
Settings
Configure workspace preferences, invite team members, and manage notification settings. Access data maintenance tools.
Best for: Workspace setup, member management, preference changes
User Menu
Access the user menu from your profile picture at the bottom of the sidebar:
Profile
Update your name, email address, and contact information. Manage pending email changes.
Best for: Personal information updates, email verification
Security
Enable multi-factor authentication, manage passkeys, review connected accounts, and generate API keys for external integrations.
Best for: Account protection, access management, API access
Navigation Tips
- Use keyboard shortcuts where available
- The sidebar collapses on mobile devices
- Recent transactions appear on Dashboard for quick reference
- Budget alerts link directly to relevant categories
Decision Guide
| Task | Go To |
|---|---|
| Record a purchase | Transactions → Add Expense |
| Check spending this month | Dashboard or Reports |
| See if I am over budget | Budget |
| Update account balance | Accounts |
| Add a new credit card | Accounts → Add Account |
| See spending trends | Reports |
| Calculate investment growth | Calculators |
| Pay a recurring bill | Recurring |
| Invite a family member | Settings → Members |
| Enable two-factor authentication | Security |
Start with Dashboard for your daily routine, then explore other sections as needed.