MoneySplit Help Center

Use this guide to learn every major non-settings feature in MoneySplit in practical detail.

How to use this Help system:

• Open a feature guide from the list below.
• Use section chips inside each guide to jump directly to the topic you need.
• Use contextual Help for this page from screen menus for deep-link guidance.
• Read “Recommended flow” and “Common mistakes” blocks first if you want fast outcomes.

What these guides cover:

• Core screen purpose and what each section means.
• Field-by-field behavior for create/edit flows.
• Operational workflows for day-to-day use.
• Safety checks so you avoid accidental data mistakes.
• Practical tips to maintain clean data over time.

Suggested learning path for new users:

1. Dashboard & Analytics
2. Accounts
3. Transactions
4. Categories & Tags
5. Budget
6. Upcoming
7. Subscriptions, Bills, Loans
8. Smart Scan
9. Insights
10. Sage Chatbot
11. Settings & Preferences
12. Merchant Directory & Rules

If something still feels unclear:

• Open the related feature guide and review the matching section.
• Use the same feature for a week with one simple routine.
• Revisit the guide and apply advanced controls incrementally.