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Help & support

Getting started

  1. Choose the record currency before entering money and set your timezone in Settings & data.
  2. Enter each account once. Add Bills/Debts with their APRs.
  3. Log your first update as a baseline; returns begin with the next snapshot.
  4. For later updates, enter net deposits and withdrawals. Trades inside an account are not deposits or withdrawals.

Recurring bills

Under Bills/Debts, set a due date and amount due, then enable Recurring and choose how often it repeats. The date anchors the schedule and the amount due applies to every occurrence. Number of payments includes the start date; leave it blank for ongoing payments. A finite schedule stops appearing in upcoming bills and reminders after its final date, without marking any payment as paid. Upcoming bills and reminders use the next occurrence while the balance is positive. Monthly dates clamp to the last day of shorter months and return to the original day afterward. Reminders do not make payments or mark previous occurrences paid. Turn off Recurring to stop the repeating schedule, then save balances.

Protect your history

Download a full JSON backup in Settings & data. CSV is a history report and cannot restore the full tracker. To correct a verified profit or interest amount, select its snapshot under Correct a saved result.

If an update fails

Your daily update saves balances and the snapshot together. Keep a copy of unsaved inputs, check the date, amount and APR fields, and reload if another window changed the tracker. Never share passwords or your full backup in a support message.

Support contact

Sign in and select Support at the bottom right of this page or the dashboard to message the publisher. Your conversation is private to your account and the publisher. Replies appear in the same chat; there is no guaranteed response time. Do not include passwords, account numbers or your full backup.

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Display conversion

Currency summaries use the latest available daily ECB reference rates via Frankfurter. They are estimates, not live trading quotes or your bank’s conversion prices. No balances or identity are sent to the exchange-rate provider. Saved amounts, editable fields and CSV exports stay in the record currency. Charts convert saved results at the current reference rate; they are not historical foreign-currency returns.