1. Getting Started & Pay Cycle Setup
Learn how to configure your pay cycle, activate your Premium trial, and add your initial bank accounts.
2. Vision AI Statement Upload
Watch Google Gemini Vision AI auto-extract transactions from PDF statements, handle multi-account splits, and verify reconciliation scores.
3. Safe to Spend & Live Math
Explore the Safe to Spend dashboard, Live Math breakdown, transaction audits, and daily AI coaching insights.
4. Family Sharing, Mortgages & Goals
See how to invite family members, track shared savings goals, and monitor mortgage repayment schedules.