Help centre
The same articles the app shows you beside the screen you are on. They explain not just what a screen does but why it refuses to do certain things — which is usually the part worth knowing.
Admin queues
Verifications, parser failures, rule promotions, subscriptions and the audit log — what each decision commits you to.
Case study: credit card spending
Why a card bill payment is not an expense, and how to get the hosting and subscriptions behind it into your return.
Case study: foreign currency you bought and spent
Buying currency is not spending, so how do you show the trip you spent it on — and stop being shown as still holding it?
Case study: money that came back
A payment refused and returned, rent overpaid and partly refunded, and how to record each so your totals stay honest.
FBR field codes
The capture worksurface — what is already verified, what is still missing, and the one rule.
Importing a statement
What the parser does to your file, why an opening balance can block a commit, and how to undo an import.
Plan and security
What your plan gates and what it never gates, and how two-factor works here.
Reconciliation
The one identity the whole product rests on, and what each way of breaking it means.
Rules
How a transaction gets its category, and what happens when you change a rule.
Tax deducted at source
Why the ledger cannot find most of the tax you have already paid, and what to record instead.
Tax years
Why everything belongs to exactly one year, and what a skeleton year is for.
The dashboard
What the chain across your tax year card actually means, and which number to chase first.
The IRIS worksheet
Why the worksheet refuses to export, and what each blocker is telling you.
The ledger
How to read the row colours and badges, and what you can safely change.
The review queue
The transactions the engine refused to guess at, and why answering one fixes many.
The vault
Where documents live, who can see them, and what sharing actually shares.
Wealth statement
Why the wealth statement is the same arithmetic as reconciliation, not a second opinion about it.
Working with a lawyer
What an engagement gives a lawyer, and what it never gives them.