Getting Started Guides
Importing Assets
Learn how to add assets and sync your transaction history.
Categorizing Transactions
Organize transactions with categories for better reporting.
Data Management
Exporting Data
Export transactions as CSV for accounting and tax purposes.
Collaboration Workflow
Set up team collaboration on shared wallets.
Quick Reference
Common Tasks
| Task | Where to Go |
|---|---|
| Add a new asset | Wallets → Select wallet → Add Asset |
| Categorize a transaction | Transactions → Click transaction → Select category |
| Export transactions | Transactions → Export button |
| Invite a team member | Wallets → Select wallet → Members → Invite |
| Add a contact | Contacts → Add Contact |
| Change password | Settings → Security → Change Password |
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
G then D | Go to Dashboard |
G then T | Go to Transactions |
G then P | Go to Wallets |
G then C | Go to Contacts |
/ | Open search |
? | Show keyboard shortcuts |
Keyboard shortcuts require you to be focused on the main content area (not in an input field).
Video Tutorials
Video tutorials coming soon! Subscribe to our newsletter for updates.
Need More Help?
Feature Docs
Detailed documentation for each feature.
FAQ
Answers to common questions.
Support
Contact our support team.