Start here
Set up your first budget
Create a budget, choose category types, import transactions, and establish a simple weekly routine.
Open the getting-started guideSupport
Start with the setup guide or jump to the task you need. These guides cover the complete workflow from a new budget to reports and backups. Please remove or redact financial information before attaching screenshots or sample files to a support message.
Start here
Create a budget, choose category types, import transactions, and establish a simple weekly routine.
Open the getting-started guideUse the Home screen, a keyboard shortcut, or drag and drop to bring in a bank export.
Open the import guideAdd transactions manually, find uncategorised entries, split purchases, and copy table rows.
Open the transactions guideStructure spending, income, and savings correctly, then plan weekly limits and future expenses.
Open the planning guideTeach the suggestion engine with tags, rebuild its matches, and choose the right assignment action.
Open the suggestions guideFlag business transactions, select a reporting period, review profit and loss, and export a report.
Open the business guideProtect local .etpb budgets and use archive export and import for portable copies.
Keep navigation, importing, category work, reports, and privacy controls close at hand.
View all shortcutsSee what the app processes, where data is stored, and which platform services may be involved.
Read the privacy policyReview the latest release notes and current macOS compatibility information.
Read the changelogEmail etp@flyingpenguins.co.nz with the app version, macOS version, what you expected, and what happened. Never send bank credentials or an unredacted transaction file.