Settings

Manage your configurable lists. Drag the grip handle to reorder.

Categories

Manage expense and income categories. Drag to reorder. Click the chevron to manage subcategories. Set a monthly budget — auto-saves on leaving the field.

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Preferences

General application settings.

Used to schedule the 23:50 daily portfolio snapshot.

Accounts

Bank accounts, cash, and brokers / exchanges used in Earnings & Expenses and Investments.

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Tags

Tags for categorising transactions (trips, projects, etc.).

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Retirement Funds

Manually tracked retirement funds and pension plans shown in Net Worth.

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Real Estate

Manually tracked real estate assets shown in Net Worth.

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Collectibles

Manually tracked collectible assets shown in Net Worth.

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