Finding your way around
| Tab | What’s there |
|---|---|
| Dashboard | Net worth, charts, and projections |
| Accounts | Assets and liabilities, and recording balances |
| Goals | Net worth, savings, and debt goals |
| Records | Insurance, contacts, and notes |
Profile selection
With more than one family member, tap the profile picture (top right) to choose whose data you see. Pick one person or up to four together. The selection applies across the whole app: Dashboard, Accounts, Goals, and Records.
- You and your spouse: your combined household net worth, including joint accounts
- Just you: your own accounts. Joint accounts show only when both owners are selected.
- A child: their 529, custodial, and savings accounts on their own
Settings
- iPhone: tap your profile picture (top right), then Settings.
- iPad and Mac: Settings is in the sidebar. On Mac, ⌘ , also works.
Hide your balances
••• menu on Accounts, Goals, or Records → Hide Amounts. Tap the eye on the Dashboard to show them again.
Mac keyboard shortcuts
| Shortcut | Action |
|---|---|
| ⌘ B | Update All Accounts |
| ⌘ N | Add an Account |
| ⇧ ⌘ N | Add Profile |
| ⇧ ⌘ R | Add a Record |
| ⌘ P | Create PDF Statement |
| ⇧ ⌘ I | Import/Export Data |
| ⌘ ? | Help & FAQ |
Show tips again
Settings → Help & FAQ → lightbulb button. Tips return on next launch.