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What do you need to do?

Choose a task or problem. Each guide states the app path, what is required, what stays local and how to recover.

01

Browse by task

Getting started

Onboarding, first import, first-result checks and the six-month recommendation.

Import statements and use Inbox

Files, Photos, camera, Share, batches, locked PDFs and recovery states.

Coverage and reconciliation

Missing months, duplicates, provisional identity and arithmetic differences.

Accounts and Ledger

Account identity, provisional balances, search, filters, sorting and exports.

Review transaction meaning

Transfers, repayments, refunds, reimbursements, splits and learned rules.

Understand Analysis

Completed months, evidence maturity, charts, comparisons and scenario limits.

Add and value assets

Manual records, ownership, evidence, valuation and beta boundaries.

Use Chat and AI

Questions, citations, modes, attachments, managed access, BYOK and credits.

Data, backup and privacy

Local storage, retention, backup, restore, export and deletion scopes.

Saving and attachments

Mandatory fields, optional evidence, blocked saves and recovery.

Contact support safely

Prepare useful diagnostics without financial records or credentials.

02

Problems and recovery

If you already have an error, start with troubleshooting. It explains whether data was saved, whether the original remains retained and the next safe action.