Finding your way around
The sidebar, the scope switcher, the More page, and the ? help button.
The sidebar has five fixed entries: Home, Accounts, Shoebox, Taxes and More. Household appears once you have one, and Business once you have a business. Everything else lives on the More page, grouped by what you are trying to do, with a sentence under each entry saying what it is for.
Every page has its own web address. Bookmark anything, or send someone the link to the exact page instead of describing how to click to it.
The scope switcher at the top of every page chooses Personal, one of your businesses, or All. The page's colour follows it, so you can tell at a glance which money you are looking at.
The ? button in the top bar opens a help drawer for the page you are on: how it works, step-by-step tasks, and a reference list of its fields and statuses. The drawer and this guide are built from the same source.
The Early Bird counter in the top bar shows how many days of your free Pro trial remain.
Reference
- Home
- Net worth, what needs you, the last 30 days, and charts.
- Accounts
- Every linked, manual and imported account, with sync status and the Link a Bank or Card button.
- Shoebox
- Upload or forward receipts, statements and documents; see what was read from them.
- Taxes
- The Tax Center: each filing entity by year, with income and deductions computed from your categorised transactions.
- Household
- Shown once you have a household. Invite a partner and choose what each of you can see.
- Business
- Shown once you have a business. The entities you track and the tools for them.
- More
- Every other page, grouped by intent: Your money, Planning, Your household, Business, Tax and records, Community, Your account.