Support
Find answers and learn how to get the most out of Cadence Money.
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 Money on iPhone or Android, and sign in or sign up right in the app.
Frequently Asked Questions
Short answers to the questions we are actually asked.
Switching to Cadence Money
Bring your history over from the app you are leaving.
Switching from YNAB
Move your YNAB budget and transaction history into Cadence Money.
Switching from Monarch Money
Move your Monarch Money transactions and history into Cadence Money.
Switching from Copilot Money
Move your Copilot Money transactions and history into Cadence Money.
Switching from Mint
Bring an old Mint export, or a fresh bank CSV, into Cadence Money.
Switching from Piere
Move your Piere transactions and history into Cadence Money.
Switching from EveryDollar
Move your EveryDollar history into Cadence Money, or start from your bank.
Switching from Lunch Money
Move your Lunch Money transactions and history into Cadence Money.
Switching from Dollarwise
Rebuild your Dollarwise budget in Cadence Money using a bank CSV.
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 six filters, and All Activity.
Smart Features
How Cadence Money 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.
Transaction Rules
Say once where a transaction belongs, and stop correcting it every month.
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.
Cash Coverage
Whether your cash covers the rest of this month: Covered, Short, or Short on a date.
Plan Overview
Read the Cash Flow card: what came in, what went out, and what is left to spend.
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.
Goal Funds
What a finished savings goal becomes: spend it down, or credit a budget for one period.
Budget Rollover
Carry an unused budget forward, and how overspend draws the surplus down.
Out of Pocket Budgets
Track money you fronted for someone else and see what is still owed.
Timed Budget Redirects
Send a date range of spending into an annual or Out of Pocket 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 Money 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.
Insights & Reports
The Budget and Wealth tabs of Explore, where Imagine and Recap sit, and the insight cards on your dashboard.
Chart & Graph Modes
Swap the dashboard chart and choose a time range that answers your question.
Report Periods
The seven windows on each report, and why two that share a name are not the same stretch.
Personalising Cadence Money
Settings, widgets, alerts and currencies.
Settings
What lives in each of the twelve 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, Muse or any other MCP assistant read-only access to your Cadence Money data.
Security
Two-factor, passkeys, biometric unlock, and what to do if you are locked out.
Account & Subscription
Your profile, the three plans, and how to change or cancel either.
Household Members
Invite up to five people to share your finances, each on their own login, choose what they can change, and keep items private.
Privacy Mode
Hide every amount on screen with one tap so you can use Cadence Money in public.
Trash & Restore
Recover a deleted transaction within 30 days, and the one kind you cannot.
Archiving
Something you are finished with, but not finished looking at. Archived is a state, not a deletion.
Signing In
One account, several ways in - password, passkey, or your face.
Still need help?
Can't find what you're looking for? Our team is happy to help.
support@cadencemoney.com