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  2. FAQ

FAQ

  • All about Premium and Trial
  • Security principles
  • Missing features?
  • How does collaboration/group sharing work?
  • How to create a filter?
  • How do I group my records by Payee/Category/Labels?
  • How to hide amounts
  • How to setup templates
  • Cannot edit uncleared transactions
  • Credit card balance showing as opposite?
  • Incorrect Balance
  • Premium plan is not reflected in Board
  • How to send a video to support?
  • How do I log in with my Apple ID on the WebApp?
  • How to reset password and PIN? I need to change my Email. What should I do?
  • How do refunds work?
  • Data not syncing between devices?
  • Duplicate Transactions
  • How do I change the app's language settings?
  • How do I contact support?
  • How do I switch to dark mode?
  • How to add/edit records (transactions)?
  • How do I create a Budget?
  • How to create an Automatic Rule
  • How do I add a widget/dashboard/card?
  • How to setup Planned Payments
  • How do I set a PIN/Use Fingerprint?
  • How to modify/use/change the order/delete a currency?
  • How do I delete my entire Board profile/account?
  • All about currencies
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