Records & budgets

Check dates, categories and cleared or pending status before interpreting a target.

Analytics

Use matching date windows and remember that planned values are shown separately from actuals.

Recurring costs

Record or link the real payment before expecting it in cleared-spending totals.

Data sources

Preview data is local and temporary. A shared repository must be deliberately configured and authorised.

Exports

Create CSV, calendar or reminder exports only when you intend to move that information.

Product boundary

For tax, accounting or financial advice, use an appropriate qualified service instead.

Before seeking help

Note the platform, app version, selected data source, date range and exact message. Do not include credentials, account numbers or unredacted financial records.