Action Center
Start here each time you log in. This page shows what needs attention now and points you to the next page worth opening.
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Overview
Use this page for the big picture across everything you have imported. When you want detail, move into Monthly or Transactions next.
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Monthly
Pick a month to understand where money went and what changed. Open Transactions when you want to inspect the entries behind a total.
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Habits
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Transactions
Search, add, and correct entries here. Changes update your totals, review flow, and monthly numbers right away.
Review Queue
This is where uncertain transactions wait for your decision. Approve, edit, or ask for AI suggestions when you want help.
Keyboard: J/K navigate · A approve · Enter open
Merchants
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Analysis
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Savings & Budget
Track payday pacing, savings goals, and budget pressure here. Open Payday settings if you want to set the timing or daily target yourself.
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Subscriptions
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Accounts
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Imports
Check what each upload added, see recent changes, and use rollback only when you need to undo the latest safe import.
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Admin
Account management only — no access to other users' financial data.
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