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Welcome

Get Started

Step 1 - Customize your TrueView

Step 2 - Plan for upcoming bills

Step 3 - Cover past spending

Dashboard

Bank Transactions

Credit Card Transactions

Edit & Split Transactions

Automation

Move Money

Organize page

Organize with percentages

Organize with schedules

Reports page

Analyze Spending

Reports

Simplified Bookkeeping

Automate Assigning Your Transactions

Watch this video to learn how to automatically assign your transactions.