Navigation Overview
Use this reference to find the right tool for any financial task.
Main Menu
Section titled “Main Menu”The sidebar navigation contains all primary features:
Dashboard
Section titled “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
Section titled “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
Section titled “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
Section titled “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
Section titled “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
Section titled “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
Section titled “Calculators”Run financial scenarios with built-in tools. Calculate compound interest growth and compare investment options.
Best for: Quick calculations, scenario planning, education
Recurring
Section titled “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
Section titled “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
Section titled “User Menu”Access the user menu from your profile picture at the bottom of the sidebar:
Profile
Section titled “Profile”Update your name, email address, and contact information. Manage pending email changes.
Best for: Personal information updates, email verification
Security
Section titled “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
Section titled “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
Section titled “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.