Yes! Open the Accounts View and click on [+Add a Manual Account] in the sub navigation bar. Choose the account type and enter your account details, then cli...

No, deleting an account will result in a loss of all history for that account. You can adjust the Show/Hide account settings for the account instead. If you...

Some institutions send a separate transaction for principle paid and interest paid on a loan, but some institutions only send a single transaction for the t...

Manual transactions can only be added to manual accounts. Transactions associated with linked accounts will be imported automatically when you sign on. To a...

Open the Accounts View and click on [+Add an Account] in the top right corner of the navigation bar. Type the name of your institution to search our databas...

You will create a manual account by doing the following: Select 'Accounts' from the top navigation bar Click on '+Add an Account' from the s...

If you are working on paying off a credit card, we recommend that you create a custom subcategory to track your progress, such as Bills & Utilities: Cre...

There is a special category called "Transfer" for loan payments and transfers that will exclude those transactions from Spending and Budgets. A wo...

The Budgets View can help you track and control your spending in select budget categories. You can use budgets to track all of your regular household expens...

Click on the transaction you wish to change to open the transaction detail view, then click on the category field to see a list of existing categories. You ...