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Frequently Asked Questions

How do I get started with entering my first transaction?

Open the app, go to the Transactions tab, tap '+' to add a new entry, and fill in date, type, payee, amount, and notes. Save to record.

Can I import my existing bank statements into the app?

Yes, go to Settings > Import, select 'Import CSV', and upload your bank statement file for reconciliation.

How do I reconcile my bank statement with app records?

Navigate to Reconciliation, enter your statement balance, then import CSV data or match transactions manually for automatic matching.

What are the steps to print checks using the app?

Select transactions, choose a preset template under Check Printing, and tap 'Print' for one-click check printing preview.

How can I generate reports for my financial overview?

Go to Reports, select desired interval (monthly, yearly, custom), filter criteria, and export as PDF or CSV.

Is the app suitable for small business accounting needs?

Yes, it supports multiple users, expense tracking, reconciliation, check printing, and reports ideal for small and micro businesses.

Are there subscription plans or in-app purchases?

The app offers basic free features; advanced tools or report export options may require a subscription or one-time purchase. Check Settings > Subscription for details.

How do I upgrade my account or manage my subscription?

Go to Settings > Account > Subscription to view, upgrade, or cancel your subscription or in-app purchase options.

What should I do if the app crashes or functions incorrectly?

Try restarting your device, updating the app, or reinstalling it. Contact support via Settings > Help for further assistance.

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