Help Center
Get assistance and find answers to your questions.
Frequently Asked Questions
How do I add a new transaction?
Navigate to the Income or Expenses page and click the "Add Income" or "Add Expense" button. Fill in the details such as amount, category, wallet, and optional note, then save.
How do recurring transactions work?
When creating a transaction, toggle the "Recurring Transaction" option and select a frequency (daily, weekly, monthly, or yearly). The system will automatically create transactions based on your schedule. You can manage them from the Recurring Transactions page.
How do I export my financial data?
Go to Settings and scroll to the Data Export section. You can export your transactions as a PDF report or CSV file. Select a date range (up to 3 months) and download.
Can I change my default currency?
Yes. Go to Settings > Preferences > Default Currency and select your preferred currency from the dropdown.
How do I delete my account?
Go to Settings and scroll to the bottom. Click "Delete My Account". This action is permanent and will erase all your data, transactions, and settings.
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