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Practical guides for accounts, transactions, budgets, currencies, and your plan — written so you can get comfortable with each part of the app.
Browse by topic
Getting Started
The welcome tour, sample data, and the checklist that gets a new workspace ready.
6 guides02Accounts
Account types, balances, the default account, card numbers, and what to do at a plan limit.
9 guides03Transactions
Expenses, income, transfers, statuses, refunds, and how spending lands in a budget.
10 guides04Recurring TransactionsPro
Subscriptions, rent, and paychecks that record themselves on a schedule.
7 guides05Importing TransactionsPro
Turn a bank CSV or Excel file into transactions, then review every row before it is saved.
8 guides06Budgets
Spending limits, what counts, overlap rules, alerts, and pausing without losing history.
10 guides07Debts
Loans and installment plans, linked or tracking-only, including payoff, skip, and auto-complete.
10 guides08Multi-Currency & Exchange Rates
Base currency, how amounts are shown, the calculator, and why a future rate can change.
6 guides09Categories
Groups and subcategories, colors and icons, predefined sets, and archive versus delete.
7 guides10Dashboard & Cartable
The home screen, net worth, and the inbox for payments waiting on you.
6 guides11Rasa AIPro
Ask about your own finances, or let the assistant draft records you confirm before anything is saved.
5 guides12Notifications
Learn how Rasa Money notifications work: the in-app bell, email alerts, and which budget, debt, and billing events use each channel.
4 guides13Billing & Subscription
Basic versus Pro, the free trial, upgrades, cancellation, and where receipts live.
8 guides14Settings, Security & Privacy
Preferences, password, export, reset, account deletion, and Google sign-in.
9 guidesPopular guides
Still stuck?
Import quirks, unfamiliar bank formats and currency edge cases get looked at promptly. Write to us with the file if you can.