Help

From time to time we'll drop some helpful news, tips, and information about the app here.  Visit often to learn more!

Getting Started with My Financials

In this article we'll help you get up to speed quickly with My Financials!

Customize My Financials with Images & Emoji's

Tailoring wallet mode, payee images, and category emoji's helps you map your financials to the things that hold meaning to you. It is motivational and it helps you discern at a glance where your money is going.

Here's Our Open Data Format (CSV)

This article explains our open document format that can be used to import your data. It forms the backbone of our backup and restore functionality.

The Rosetta Countdown: Why Your Legacy Quicken for Mac Will Stop Working (and How to Avoid the Subscription Trap)

Don't get forced into a yearly software tax. Learn why legacy Quicken versions are expiring on modern Macs and how you can switch to My Financials to keep your data private and subscription-free.

The Rosetta Countdown: Why Your Legacy Quicken for Mac Will Stop Working (and How to Avoid the Subscription Trap)

Ramit Sethi’s "Conscious Spending Plan" and MyFinancials

The Rosetta Countdown: Why Your Legacy Quicken for Mac Will Stop Working (and How to Avoid the Subscription Trap)

Don't get forced into a yearly software tax. Learn why legacy Quicken versions are expiring on modern Macs and how you can switch to My Financials to keep your data private and subscription-free.

Ramit Sethi’s "Conscious Spending Plan" and MyFinancials

Here's how you can track Ramit Sethi's four major buckets of where your money should go within MyFinancials. You'll be amazed at how easy it is!

How to Configure Our Apple Pay Integration

We all use Apple Pay, Apple's tap-to-pay, to make purchases. This article explains how you can configure your device so that those transactions are entered automatically.

Customize My Financials with Images & Emoji's

Tailoring wallet mode, payee images, and category emoji's helps you map your financials to the things that hold meaning to you. It is motivational and it helps you discern at a glance where your money is going.

Getting Started with My Financials

In this article we'll help you get up to speed quickly with My Financials!

Insights to Fuel Decision Making

How do you make sense out of a bunch of transaction and account data? One of the first ways is to visualize it with charts and graphs and reports. MyFinancials does that and more!

Keeping Security Prices Up to Date

This article shows how you can keep security prices up to date in the application.

Here's Our Open Data Format (CSV)

This article explains our open document format that can be used to import your data. It forms the backbone of our backup and restore functionality.

Receipts - It's Really a Matter of Trust!

This article explains our innovative receipts feature and how it can be used to securely enter transactions.

Siri - Say What?

Siri can be very useful when it comes to finances, but we also must be careful so that things like your net worth aren't revealed! Here are a few expressions that work right out of the box.