WonderMoney Docs
What do you need help with?
Find the right guide for setup, account data, budgets, portfolio metrics, billing, security, and troubleshooting.
Choose a task
Get started
Create your account, sign in, and understand the dashboard basics.
Connect or import account data
Connect banks, add manual accounts, import CSV files, and review transactions.
Plan your budget
Use envelope-style budgeting, choose categories, and track monthly spending.
Understand portfolio numbers
Learn portfolio value, returns, allocation, benchmarks, and currency effects.
Fix a problem
Troubleshoot sign-in, bank connections, imports, billing, and portfolio issues.
Manage billing and subscription
Review plans, payment methods, and billing history.
Manage security and privacy
Review privacy settings, read-only access, and two-factor authentication.
Recommended setup path
New to WonderMoney? Follow this order to start by adding the most useful data.
Still stuck?
If the docs do not answer your question, contact support or return to the main WonderMoney site.