1. Getting started
Accounts, dashboard orientation, and how recurring items connect to account tracking.
Documentation
Choose the part of the workflow you need.
The docs are split into focused pages now: start with setup, move into month-building, then keep the reference pages nearby for backups, layout reminders, and help details.
2. Monthly workflow
Create or clone the month, pull in recurring items, add one-offs, and review the month across tabs.
3. Reference
Layout expectations, theme behavior, backup and restore, and where help and release notes live.
Start with the path that matches your stage
Self-hosting the app
Go to Getting Started first if you need the Docker quick start, production image flow, or published image provider list before creating accounts.
New setup
Go to Getting Started first if you are still adding accounts, learning the dashboard, or deciding how recurring items should connect to account tracking.
Planning the next month
Go to Monthly Workflow if you want the recurring setup, Plan and Edit flow, review tabs, and month-cloning behavior in one place.
Looking up details later
Go to Reference if you only need the backup behavior, app layout expectations, theme notes, or help page context.
Recommended reading order
First-time users
Keep nearby later
- Dashboard guidance helps you restart quickly.
- Layout and theming explains the workspace framing.
- Backup and restore is worth reading before migrations or device changes.
- Help and Documentation explains where in-app guidance now lives.
Find answers faster
If you are asking...
- How do I set up accounts or snapshots? Start with Accounts & Net Worth.
- Which Docker image should I use? Start with Self-hosting with Docker.
- How do I build the month from recurring items? Go to Plan and Edit and Recurring transactions.
- How do I clone a month forward? Open Create and clone months.
- How do backups preserve linkage? Jump to Backup & Restore.
If you are sharing the app
- Send new users to Getting Started.
- Send active users to Monthly Workflow.
- Send admins or self-hosters to Reference for backup behavior.