Getting Started
- Create your first workspace.
- Add accounts.
- Add budget categories.
- Create your first transaction.
Learn the everyday flows.
Use these quick checklists to get oriented, then return to the app to work through the details with your own data.
Budgeting
- Set monthly category budgets.
- Use rollover where it makes sense.
- Open a category to review related transactions.
Transactions
- Add income, expenses, refunds, and transfers.
- Split a transaction across categories.
- Search by merchant, category, notes, month, or year.
- Import bank or card CSV files when you need a larger review workflow.
Receipts
- Scan a receipt.
- Review extracted merchant, amount, and date.
- Create or attach a transaction.
Sync and Sharing
- Keep workspaces local until the new server sync path is ready.
- Review sync status before relying on cross-device changes.
- Keep collaboration flows intentional.
Bills
- Review the upcoming 30-day summary.
- Add recurring bills with account and category context.
- Mark bills paid or pause schedules when life changes.
Trips and Mileage
- Add vehicles.
- Track trips.
- Review mileage records before using them for tax, reimbursement, or business records.
Workspaces
- Create separate budgets for personal, family, business, or project records.
- Switch between workspaces without mixing accounts or transactions.
- Keep workspace boundaries ready for future sync or collaboration.
Bank Alerts
- Send bank alert text into UpwardTrack with Shortcuts-assisted workflows.
- Review predicted merchant, amount, account, and date fields.
- Save confirmed transactions or delete alerts that do not belong.
Support and Data
- Export records where available.
- Keep your own backups of important information.
- Contact support when something looks wrong.