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Guides for setting up accounts, importing history, budgeting across currencies, and managing your plan.
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Getting started
Create your workspace, add accounts, set your base currency, timezone and fiscal month start.
3 guides02Accounts & transactions
Account types, settled vs available balance, transfers, refunds, and the six transaction statuses.
3 guides03Budgets, recurring & debts
Budget scopes and periods, the Cartable approval inbox, installment schedules and reminders.
3 guides04Import & export
Column mapping, date formats, reviewing rows, and producing your structured archive.
5 guides05Rasa AI
What the assistant can see, how summaries work, and why every create waits on Confirm.
3 guides06Plans, billing & account
Trial dates, the FOUNDER code, downgrades, password resets, reset vs delete.
3 guidesPopular guides
Change your base currency without breaking history
5 minImport a CSV or XLSX statement, step by step
7 minSet a budget in one currency with accounts in several
5 minApprove or reject items in your Cartable
3 minAdd a loan and track its installment schedule
6 minExport your data before cancelling Pro
3 minStill stuck?
Import quirks, unfamiliar bank formats and currency edge cases get looked at promptly. Write to us with the file if you can.