Topics and features

• Getting started
  • Welcome to your workspace
  • Transaction page
  • Budget page
• Tracking transactions
  • Creating a transaction
  • Listing recent transactions
  • Listing and reports
  • Editing a transaction
  • Deleting a transaction
  • Tracking uncleared
  • Clearing / unclearing transactions
  • Starring / unstarring transactions
• Managing categories
  • Creating categories
  • Archived categories
• Balance adjustment
  • What is an adjustment
  • Creating an adjustment
  • Budgeting an adjustment
• Managing reimbursement
  • How does reimbursement works
  • Managing reimbursement
• Scheduled transactions
  • How does it work
  • How to create a scheduled transaction
  • Viewing incoming transactions
  • Acknowledging an incoming transaction
  • Ignoring an incoming transaction
  • Budgeting a scheduled transaction
• Multiple Books
  • What is a book
  • Managing a book
  • About default book
• Budgeting for next month
  • The EP way
  • Alternative ways
• Budgeting
  • Allocating amount
  • Moving between months
  • Multi-month view
• Budget notes
  • About budget notes
  • Adding and viewing notes
• Budget amount history
  • About amount history
  • Viewing amount history
  • Commenting amount history
• Off-budget transactions / account
  • What is off-budget
  • Creating off-budget transactions
  • Setting off-budget account
• Overspending calculation
  • Deduct behavior (default)
  • Carry over behavior
• Accounts
  • Listing
  • Renaming an account
  • Deleting an account
• Payees
  • Listing
  • Renaming a payee
  • Deleting a payee
• Tags
  • Listing
  • Renaming a tag
  • Deleting a tag
• Tips and Tricks
  • Keyboard shortcuts
  • Calculator
  • Copy paste amount