Index
💰 Money: Help Index
Section titled “💰 Money: Help Index”Everything you need to master your finances on the road.
🚀 Start Here
Section titled “🚀 Start Here”- The Money Dashboard - Your Financial GPS — A breakdown of every card on your financial command center
- Understanding Financial Scenarios — How the Runway Engine predicts your future
📖 Reference
Section titled “📖 Reference”Tracking & Logging
Section titled “Tracking & Logging”- Adding Transactions — Logging expenses, income, transfers, splits, and receipts
- Scheduled Transactions — Setting up recurring bills and automatic payments
- Vendors vs. Categories - Organising Your Ledger — The “who” and the “what” of your spending
- Category - Group Management — Customising your categories, groups, and vehicle tracking flags
Accounts & Wealth
Section titled “Accounts & Wealth”- Managing Accounts — Adding bank accounts, credit cards, cash, and van assets
- Net Worth and Asset Distribution — Tracking your total wealth and asset breakdown
- Budgets and Remaining Budget — Daily burn rate, Plan vs Reality, and runway impact
Finding & Exporting Data
Section titled “Finding & Exporting Data”- Mastering Ledger Search & Filters — Search, filter chips, date ranges, and voice search
- Monthly Reports and PDF Exports — Spending trends, treemaps, and PDF generation
- Exporting Your Data (CSV) — Exporting your ledger to a spreadsheet
- Importing Your History - The CSV Wizard — Bringing in data from other apps or bank exports
Planning
Section titled “Planning”- Milestones - Goals and Predicted Landmarks — Setting personal goals and viewing engine predictions
- Voice Finance Commands — Everything you can ask the voice assistant to do
- Currency and Sync — Multi-currency handling and iCloud sync behaviour
🎓 Tutorials
Section titled “🎓 Tutorials”- How to build your first What-If Scenario — Step-by-step: modelling a future event and watching it affect your runway
🔬 Deep Dives
Section titled “🔬 Deep Dives”- Understanding Financial Scenarios — Scenarios, What-If Events, Interest, and Inflation explained
- The Math Behind Scenario Trajectories — How the monthly simulation engine actually works
- Currency and Sync — The currency Oracle, offline-first sync, and data integrity