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Use Personal > Transactions to review personal transaction rows, search and refresh the list, and take the actions your workspace is allowed to use, such as adding a manual transaction, categorizing, excluding, splitting, recording a transfer, or linking subscriptions. Some row actions depend on your personal workspace access, role, and enabled features, so not every control is available in every workspace.

Manage your personal baskets from the Baskets page, and use planner basket controls when planner features are available in your workspace. You can create, edit, archive, freeze, unfreeze, and complete planner baskets, then open a basket’s ledger to review the categorized transactions assigned to that basket.

Review incoming payer activity and manage payee profiles in your personal workspace, with separate currency totals and clear save or removal outcomes.

Use Personal Categories to organize your personal spending categories, review category-ledger activity by currency, and manage category history safely. You can also sort category spending, set or clear category goals, and use quick categorization suggestions as a review aid.

Use the Available Money tile to see the planner’s current-month estimate of what you can spend, and open the health gauge to review your planner health score and comfort view. These are planning figures in USD based on your bank balances, expected income, unpaid fixed costs, and remaining basket needs, not a live withdrawable bank balance or a spending recommendation.

Review recurring subscription streams in your personal or business workspace to compare detected patterns with saved subscription records. You can refresh the list, open a stream for details, merge duplicate streams, rename a personal stream, and record a stream as cancelled, unsubscribed, or deleted where those controls are available.

Use Planner Settings to manage expected income and fixed expenses, and review the available rollover strategy controls. Access and changes depend on your current personal workspace, role and enabled planner features.

Set up your personal planner by entering your income sources, fixed expenses, and planner baskets, then choosing how unspent basket funds should roll over. The planner uses your current workspace settings and real account balances to estimate available to spend, so you can review planning totals before you save changes.

Check which personal map and credit features are available in your workspace and how to read the results the app provides.

Use the Planner to preview temporary changes, review month-end rollover, manage planner settings, and check alerts in your personal workspace. You can also confirm whether a previous settings change is still pending before starting another one.