Topics
-
- 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
Account Roles
Every account has an owner. The owner may share the account with friends with varying levels of access.
| Role | Owner | Writer | Reader | Transfer |
|---|---|---|---|---|
| Manage Permissions | ||||
| Edit Account Details | ||||
| View Account Details | ||||
| Manage Transactions | ||||
| View Transactions | ||||
| Transfer Transactions | ||||
| Include in Reports |