Knowledge Base
  • Welcome
  • Getting Started
  • Migrating from Mint
  • FAQ
  • Importing Transactions
    • Automatic Imports
      • Handling Syncing Issues
      • Institution-specific Issues
    • CSV Importing
    • Developer API
  • Home
    • Overview
    • Net Worth Tracker
    • Stats
    • Trends
  • Finances
    • Transactions
      • Transaction Actions
      • Transaction Types
      • Transaction Status
      • Transaction Enhancements
      • Other Features
      • FAQ
    • Budget
    • Recurring Items
      • The Basics of Recurring
      • Creating Recurring Items
      • Revising Recurring Items
      • Recurring Transactions
      • FAQ
    • Analyze
  • Setup
    • Accounts
      • Adding Accounts
      • Managing Accounts
      • FAQ
    • Crypto
    • Tags
      • Creating Tags
      • Managing Tags
      • Assigning Tags
      • Analyzing Tags
      • FAQ
    • Categories
      • Category Properties
      • Manual Category Creation
      • Auto-Categorization
      • Category Groups
      • Editing Categories
      • FAQ
    • Rules
  • Settings
    • Collaborators
    • Multicurrency
    • Billing
  • Miscellaneous
    • Mobile App
    • Unlimited Budgeting Accounts
    • Beta Testing Program
    • Affiliate Program
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