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Knowledge base
Cards & Accounts
Accounts
2
How to add multiple accounts
How to link Joint Accounts
Income & Expenses
Tracking cycle
2
How to set up 'My Cycle'
How to set your PayDay
My Budgets
Budget Cycle
3
How to set up your Budget
How to set up Budgets per Category
How to update your Expense & Budget Cycle
Upcoming Bills
Bills
2
How to create a bill from your Dashboard
How to edit your Bill details
How you Spend
Category Spending
1
How to view your Spend by Category
Transactions
Your transactions
5
How to categorise your transactions
How to exclude or hide transactions
How to search for a transaction
How to check duplicate transactions
How to refresh your data
Dashboard
Dashboard management
1
How to customise your dashboard
Data Sharing
Open Banking (CDR)
5
CDR enabled Providers
How to connect your accounts with CDR
How to link & unlink your Accounts
Open Banking in Australia (CDR)
How to refresh data with CDR Providers
Aggregation
3
All about your data sharing options
Providers coming soon
How to a connect your accounts with Yodlee
Goals
Automatic tracking
2
How to create a Goal
How to delete a goal
Help Desk Software
by Freshdesk
