Creating My Budget

• What is a budget category rule?
• How do I create or update my budget?
• How do I create a financial goal?
• Can I create a budget to start on a specific date?
• How do I add a budget category?
• How do I setup a budget category rule?

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Managing My Budget

• How do I categorize my transactions?
• How do I edit a custom category?
• How can I edit or remove a budget category rule?
• Can I split transactions?
• Can I edit a split transaction?
• Can I remove split transactions?

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Spending Insights

• How can I make the most of the Insight Cards on my dashboard?
• What is the MoneyWellth Snapshot Email?
• Where can I see my subscriptions?
• How do I search for a transaction?
• What is included in my Recurring Transactions?
• Does MoneyWellth offer any tools to help me track my spending?