Support
Find answers and learn how to get the most out of Cadence.
Popular Topics
Getting Started
Create your account and work through the six-step onboarding wizard.
Budgets
Create a budget, link the categories that feed it, and track spending against it.
Transactions
Add, edit and organise every purchase, deposit and payment.
Synced Accounts
Link a bank so transactions and balances arrive on their own.
Bills
Track recurring bills, pick the right frequency, and choose what marks them paid.
Net Worth
Everything you own and owe, and why holdings are counted separately.
Cash Flow
See what is due and when with the Upcoming Activity widget and the forecast.
Chart & Graph Modes
Swap the dashboard chart and choose a time range that answers your question.
Bulk Editing
Recategorise, reassign or delete many transactions at once, safely.
Getting Started
Set up your account and find your way around.
Getting Started
Create your account and work through the six-step onboarding wizard.
Dashboard
Read the Home screen: the chart at the top and the widgets below it.
App Navigation
The five sections, their sub-tabs, and everything the + button creates.
Mobile App
Install Cadence on iPhone or Android and sign in to the account you have.
Frequently Asked Questions
Short answers to the questions we are actually asked.
Transactions
Add, categorise, split and clean up your spending.
Transactions
Add, edit and organise every purchase, deposit and payment.
Splitting Transactions
Divide one purchase across several budgets without inventing extra transactions.
Reimbursements & Refunds
Link money coming back to the purchase it came from, and see the net cost.
Importing Transactions
Bring in a CSV from your bank or your last budgeting app.
Searching & Filtering
Find a transaction with search, the three filter rows, and All Activity.
Smart Features
How Cadence categorises for you, what it learns, and how to switch it off.
Categories
How a category differs from a budget, and how to change either one.
Transfers & Payments
Keep money moving between your own accounts out of your budget totals.
Bulk Editing
Recategorise, reassign or delete many transactions at once, safely.
Budgets
Set limits, carry them forward, and see how the period is going.
Budgets
Create a budget, link the categories that feed it, and track spending against it.
Budget Overview
Read the Cash Flow card: where your income went, what is committed, what is left.
Weekly Budgeting
See seven days of your budget, and how the weekly figures are worked out.
Annual Budgets
A yearly ceiling for spending that clusters, like travel or gifts.
Budget Rollover
Carry an unused budget forward, and how overspend draws the surplus down.
Timed Budget Redirects
Send a date range of spending into an annual budget for a trip or event.
WorryFree
One discretionary limit instead of a budget per category.
Bills & Income
Track what goes out on a schedule and what comes in.
Bills
Track recurring bills, pick the right frequency, and choose what marks them paid.
Tracking Income
Add your income sources, mark pay as received, and record one-off income.
Cash Flow
See what is due and when with the Upcoming Activity widget and the forecast.
Recurring Detection
Cadence spots subscriptions in your transactions and offers them as bills.
Goals
Save towards a target, pay down debt, and project ahead.
Net Worth & Investing
Assets, debts, holdings and everything you own.
Tracking Contribution Room
Track TFSA, RRSP and FHSA room with one goal per registered account.
Net Worth
Everything you own and owe, and why holdings are counted separately.
Credit Cards & Loans
Card and loan balances, and exactly what a synced card does not bring across.
Real Estate
A property, its mortgage entered in the same form, and the equity between them.
Crypto
Track crypto in your net worth, priced when you ask rather than continuously.
Holdings & Investments
Record stocks, ETFs and funds for live prices and gain or loss.
Stock Options & RSUs
Employer equity, with optional vesting so only vested shares count.
Vehicles & Manual Assets
Cars, valuables and anything else you own that no bank knows about.
Bank Connections
Link an institution, and fix it when syncing stops.
Reports & Insights
Read the charts and the numbers behind them.
Personalising Cadence
Settings, widgets, alerts and currencies.
Settings
What lives in each of the nine Settings sections, and the two things that do not.
Notifications & Reminders
Six alert categories, one push switch, one email switch.
Keyboard Shortcuts
Every desktop shortcut: jump between sections, quick-add, and move through lists.
Multi-Currency
Hold accounts in CAD, USD or GBP and see every total in one currency.
Dashboard Widgets
Choose which widgets appear on your dashboard and in what order.
Home-Screen Widgets
Put your key numbers on your iOS or Android home screen.
Account, Privacy & Security
Your plan, your data and who can see it.
Privacy & Data Management
Export your data, recover deleted transactions, and delete your account.
Connect an AI Assistant (MCP)
Give Claude, ChatGPT or Gemini read-only access to your Cadence data.
Security
Two-factor, passkeys, biometric unlock, and what to do if you are locked out.
Account & Subscription
Your profile, the four plans, and how to change or cancel either.
Privacy Mode
Hide every amount on screen with one tap so you can use Cadence in public.
Trash & Restore
Recover a deleted transaction within 30 days, and the three cases you cannot.
Still need help?
Can't find what you're looking for? Our team is happy to help.
support@cadencemoney.com