Start Here
Start here
Find help for setting up and using WonderMoney.
WonderMoney Docs is the customer help center for day-to-day use of the product. Start with the section that matches your task, then follow the linked guides in order.
What this help center covers
- Start here: create an account, sign in, recover access, set up MFA, connect the first bank account, and read the dashboard.
- Accounts and transactions: bank connections, manual accounts, transaction review, categorisation, recurring payments, and CSV imports.
- Budgets: create a first budget, choose categories, and track monthly spending.
Recommended setup path
- Connect your first bank account or add a manual account.
- Understand transactions so spending is categorized correctly.
- Create your first budget using the envelope method.
- Create a portfolio if you want investments included in net worth.
Use the troubleshooting pages when a flow stops part way through, or when imported data does not match what you expected.
WonderMoney uses the same core model across the app: sign in to access your account, connect bank accounts to bring in transactions, and build budgets and portfolio views from your linked data.