Introduction to your Tidy Money Tool

Introduction to the Tidy Money Tool

Setting Up your Dashboard

Introduction to your Tidy Money Tool

Introduction to the Tidy Money Tool

Setting Up your Dashboard

Setting up your Categories

Setting Up your Cash Out Catergories

How to edit a catergory name

Setting Up your Cash In Catergories

How to remove a catergory name

Setting Up your Payment Methods

Why are some catergories named ‘Spare’

Monthly Entry

How to enter your monthly numbers (data)

How to enter your numbers from a download

Understanding your reports

How to read your Summary Report

How to review your Payment Methods

Budgets, Net Assets and Frequently Asked Questions

How to Set Up a Budget

How to save a template

How to set up Net Assets

How to change a catergory after you’ve started using the tool

How to Track Debt Payments