Manual
User manual
The same help book that ships inside the app, page for page. Every topic is also available offline from the Help menu (⌘?).
Basics
Getting started
Create a book, or bring one over from GnuCash.
The dashboard
The board you land on: what matters today, at a glance.
Accounts
The chart of accounts, and how the sidebar is organised.
Recording transactions
The register, splits, and editing a row in place.
Finding transactions
Search operators, saved searches, and jumping around.
Saving and keeping the book safe
Saving, autosave, locking, network drives, Box, and the audit log.
Everyday money
Importing bank files
CSV, QIF, OFX, MT940 and CAMT.053 — and how matching works.
Reading PDFs with Apple Intelligence
Turn statements, invoices and dividend notices into transactions.
Categorising and rules
Auto-categorise from your own history, and write rules.
Reconciling an account
Agree your book with a bank statement, to the cent.
Scheduled transactions and bills
Recurring entries, reminders, and what is coming up.
Budgets
Plan what you mean to spend, then see how it went.
Receipts and documents
Attach files to transactions and keep the links working.
Tags
Label transactions across accounts, then find them again.
Investments & planning
Investments
Holdings, how current their prices are, and what to fix.
Moving money between currencies
Record a transfer where the two sides are in different currencies.
Reports and statements
Statements, charts, decks and the end-of-year pack.
End of the financial year
Close the year off, and produce the papers it calls for.
Planning ahead
Debts, a lifetime plan, tax estimates and a wellbeing score.
Savings goals
Set money aside toward something, and track the push.
More
Small business
Customers, suppliers, invoices, bills and billable time.
Emergency records
Key details kept with the book, behind authentication.
GnuCash, Ledger and the command line
Move your data in and out, and script reports.
Outside the app
Widgets, Quick Look and Shortcuts — the book without opening it.
Keyboard shortcuts
Everything you can reach without the mouse.