Topics
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- Register as a User
- Reset your Password
- Create a Bank Account / Asset
- Share an Account with a Friend
- Reconcile an Account
- Adjust the Balance of an Account
- Attach an Invioce for a Transaction
- See more information for a Transaction
- Set up an Investment
- Add a Category / Beneficiary / Investment / Payee
- Add a Subcategory
Register as a User
Click on Actions at the top right and select Register.
When you submit the form with all required information, an email will be sent to you with a link to complete the process. Click on the link, create a password and you’re set.
