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.
Accounts
The chart of accounts, and how the sidebar is organised.
Recording transactions
The register, splits, and the transaction inspector.
Finding transactions
Search operators, saved searches, and jumping around.
Saving and keeping the book safe
Saving, autosave, locking, network drives, 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.