Recurring items
Recurring income, bills, debt payments and transfers, how they're modelled, and how editing, ending and deleting differ.
Matching: did it land?
Matching recurring items to the transactions that paid them, and skipping, moving or changing a single occurrence.
Until payday
The "Until payday" dashboard widget, how safe to spend is worked out, and why accounts are never pooled.
Forecast
The Forecast page, which projects one account's daily balance from its recurring items.
Time zone
Why your account has a time zone, what it changes, and how to set it.
Monthly budgets
Monthly budgets, one planned amount per category per calendar month, with rollover, a pace marker and a draft of next month.
Budget windows
Budget windows, one amount for one category across a date range, and how they show up month by month.
Budget account allowances
Budget account allowances, a monthly amount measured against one checking account, with rollover and category exclusions.
Plugins
Turning plugins on and off from Settings, who can do it, and what happens to a plugin's data.
Owners and members
Who an instance's owner is, what a member can do, and how an owner changes roles from Settings → People.
Debt payoff
The Debt payoff plugin — list your loans and cards, pick snowball or avalanche, and see the date you'll be debt free and the interest it saves.
Erasing your data
The two erase actions at the bottom of Settings — what "erase my data" and "erase this entire instance" delete and keep, what stops an instance erase, and how a new plugin's tables join the erase plan.
Categories and rules
Categories, what each one counts as, the first-run setup wizard, and rules that file new transactions for you with a preview before they touch anything.
Transfers
Transfers between your own accounts, recorded as a linked pair of rows so they count as neither income nor spending and every balance stays right.
CSV import
Importing bank and card statements from CSV, with a saved column mapping per source, a date-format preview, duplicate detection and batch undo.
The dashboard
The dashboard, a page of widgets from your plugins on one shared time range, and what each bundled widget shows.