Help Center
Step-by-step guides for Web, iOS, and macOS
Web iOS macOS
Signing In
How to create an account and sign in with email or Apple ID.
WebiOSmacOS
Dashboard
Your financial overview — stat cards, charts, and key metrics.
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Upload Bank Statements
How to import your CSV or XLSX bank exports into ExpenseFlow.
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Transactions
Viewing, filtering, searching, and managing your imported transactions.
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Categorizing Expenses
CRA T1 categories, auto-classification, and how to correct categories.
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Exporting Reports
Generate CRA-compliant CSV reports to share with your accountant.
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Settings
Configure your province, HST rate, tax year, and account preferences.
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FAQ
Common questions and troubleshooting tips.