Step 2: Try the app- Import the sample bank statement csv file (attached below) to see how the app works with transaction data
- Add transactions manually using the + button
Step 3: Things to try - Import the sample file and look at the dashboard
- Try the flashcard categorization (swipe through uncategorized transactions)
- Create a custom category in Settings
- Switch to dark mode
- Check the Insights tab after importing
Step 4: Give feedback Reply here or DM me.
Anything helps:
- What confused you?
- What broke?
- What's missing?
- What did you like?