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Frequently Asked Questions

How do I create a new account?

Click the "New Account" button in the accounts sidebar. Enter the account name and initial balance, then click save. Your account will appear immediately in the sidebar.

How do I add transactions?

Select an account from the sidebar, then click the "New" button in the transactions panel. Enter the transaction details including amount, description, date, and category. Positive amounts are deposits, negative amounts are withdrawals.

Can I edit or delete transactions?

Yes! Click on any transaction to edit it. You can modify the amount, description, date, or category. Changes are saved automatically and your account balance updates in real-time.

Is my financial data secure?

Absolutely. All data is encrypted in transit and at rest. We use industry-standard security practices and never share your data with third parties. Your financial information is completely private.

Can I export my data?

Pro and Business plan users can export their transaction data in CSV or PDF format. This is useful for tax preparation, financial analysis, or importing into other tools.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express) and PayPal. All payments are processed securely through our payment provider.

Can I cancel my subscription anytime?

Yes, you can cancel your subscription at any time from your account settings. You'll continue to have access to paid features until the end of your billing period.

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