Dashboard
- Getting Started
- Customize Dashboard
- Notifications
- Household Members
- Referrals
- Monthly Progress Report
Accounts
- Known Connection Issues
- Troubleshooting Connections
- Apple Card
- Chase Link Settings
- Manual Accounts
- Refresh Accounts
Transactions
- Transaction Review
- Add or Delete Transactions
- Edit Transactions
- Bulk Edit Multiple Transactions
- Delete History (Pick a Start Date)
- Hide Transactions