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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.
13 guides04Recurring TransactionsPro
Subscriptions, rent, and paychecks on a schedule — plus suggestions from patterns already in your ledger.
8 guides05Importing TransactionsPro
Turn a bank CSV or Excel file into transactions in four steps, or move over from Lunch Money with a guided import, with suggested categories, tags and recurring payments, then review every row before it is saved.
12 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 guides09bTagsPro
Pro colour-coded labels on transactions — how they differ from categories, filtering, and safe delete.
2 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.