Guides Overview

Use this section when you want a task-oriented walkthrough instead of a reference page.

Guides are reserved for workflows that cross multiple screens, depend on timing, or are easy to do in the wrong order.

What you will find here #

• month rollovers and planning transitions
• debt-payment workflows that need the right debt form instead of a generic transfer
• imports, exports, and reusable mapping workflows
• workflows that combine Budget, Income Planning, Debt, Settings, and transactions
• repeatable tasks where the order of operations matters

What you will not find and where to look #

Simple one-screen setup and edit tasks now live in the feature sections that own them.

Use these sections instead:

• Accounts for account setup and edits
• Budgeting and Targets for category and target setup
• Payees and Labels for record management
• Transactions for everyday transaction entry and review
• Income Planning for income source setup and planning details

Workflow guides #

• Create or Open a New File
• Save Changes to a File
• Starting a New Month
• Using the Combo Palette
• Plan and Assign Money to Categories
• Make a Debt Payment
• Add Income (Manual, Generate)
• Match Expected and Actual Income
• Add Multiple Transactions
• Import Transactions
• Set up an Import File Mapping
• Export Transactions and Data