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Find guidance for setting up, organizing and using your MoniTrak financial workspace.
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Start with the essentials.
Common guides for getting your MoniTrak workspace up and running.
BROWSE HELP
Find help by topic.
Choose the part of MoniTrak you are working with and explore the relevant guides.
Getting Started
Set up your MoniTrak workspace and understand the basics.
4 guidesAccounts
Add and manage the accounts that make up your financial picture.
5 guidesCredit Cards
Track cards, outstanding balances and card-related information.
5 guidesTransactions
Add, organize and understand transactions in your workspace.
6 guidesRecurring & Installments
Keep recurring payments and installment commitments visible.
4 guidesReports
Review your financial activity, category analysis and monthly planning information.
5 guidesBudget
Create monthly budgets and track spending against your plan.
5 guidesForecast
Understand projected cash and the movements included in your forecast.
4 guidesFinancial Goals
Create goals, set targets and keep your progress visible.
4 guidesCurrency & FX
Work with foreign-currency accounts, base currency and FX values.
5 guidesMONITRAK PRO
Help for advanced capabilities.
Guidance for Pro features will expand as AI and connected integrations are finalized.
AI insights & explanations
Help for AI-powered spending, budgeting and forecast insights will be available as these capabilities are released.
Coming soonWhatsApp & smart alerts
Setup and usage guidance will be added once MoniTrak's WhatsApp integration is finalized.
Coming soonSTILL NEED HELP?
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