MoneyMatter help center
Everything you need to track your money in MoneyMatter, from your first account to reading your reports.
New to MoneyMatter? The quick start walks you from sign-up to your first transaction in a few minutes. If a number in your reports ever surprises you, key concepts explains how accounts, transfers, refunds and stats fit together.
You can open this help center from the app at any time: click your email address (or your initial, if the sidebar is collapsed) at the bottom of the sidebar, then choose Help & docs.
Browse by topic
Section titled “Browse by topic”Getting startedWhat MoneyMatter can do, how to set up your account, and the ideas behind it.
AccountsCreate accounts for your cards, bank accounts and cash, and keep them organized.
TransactionsRecord income and expenses, and use categories, tags, payees and splits.
Transfers & refundsMove money between your accounts and link refunds to the original purchase.
Stats & reportsHow MoneyMatter calculates your totals, and how to read the dashboard and analytics.
Import & bank connectionsBring in transactions from a CSV file or other apps, or sync them from your bank.
SettingsBase currency, exchange rates, general preferences, security and your account.
Plans & billingThe free trial, the Essential and Plus plans, and what read-only mode means.