App guides
Getting your investments in without typing them
How Cifrea reads a broker statement PDF, why it records a month-end value rather than a live price, and what to do if your broker lays the page out differently.
Insights
App guides
Getting real value out of the app. Workflows, imports, shared household ledgers, and the features that are easy to miss.
App guides
Every road into the ledger, and where they meet
By hand, from a receipt, from a bank text, from an Apple Pay tap, from a statement or a broker PDF. Each road has a job, and all of them end in Approvals.
App guides
Importing a bank statement without creating a mess
Importing beats typing, and has about six ways to quietly corrupt a ledger. Here is each one, and how to avoid it.
App guides
Your first week: what to set up, and in what order
Most people set up a finance app in the wrong order and quietly stop. Here is the sequence that works, and why each step comes before the next.