Product guide
Manage your setup and replay the guide
Find account setup, preferences, bank imports and session controls in Settings.
Settings holds the setup behind your financial picture. Changes to a label or plan do not themselves record money.
Find the control you need
| Task | Where to start |
|---|---|
| Add an account or card | Accounts |
| Choose how overall figures are read | Preferences |
| Name salary or other income sources | Income sources |
| Review messages or import a statement | Bank messages |
| Review sign-in and account controls | Account and sessions |
| Create or revoke an integration credential | API tokens |
Change your reading preferences
Set an optional name and a supported base currency. The base currency affects combined reading; it does not change an account’s actual currency or manufacture exchange evidence. After changing it, let summaries refresh and read any conversion note.
For a fictional example, switching the reading preference from EGP to USD does not turn an EGP account into a USD account.
Replay the product guide
Under Get your bearings, choose Take the guided tour in Settings to orient yourself around the existing app. Replay does not automatically create another account or repeat financial setup. You can end the guide at any time and keep your work.
Read the interactive guide walkthrough for skip, resume and partial-setup recovery.
The route guide points you to My Situation, Activity, Coming, People and Insights. Follow actual controls when a step asks you to perform an action; a coach prompt is not evidence that a save succeeded.
Before changing account setup
Read account setup for dated balances and planning for expected income or obligations. If an account exists but its balance did not save, recover that balance on the existing account rather than recreating it.
If settings fail to load, retry after the connection is available. Do not interpret an unavailable list as proof your accounts or preferences were deleted.