Learn every feature, one step at a time.
Pick a topic to understand the rules, formulas, and best practices behind each feature.
Available now
How SlateSpend calculates spendable cash after obligations and goals.
How Flexible, Obligation, and Goal purposes affect your budget math.
Learn how the info tooltips break down every key metric.
How goal tracking works when it is linked to budget categories.
Understand assigned, activity, available, and rollover.
How monthly targets are suggested and applied.
Map CSV files, resolve issues, and avoid duplicates.
On-budget vs tracking accounts and how net worth is calculated.
What alerts mean and how cooldowns and digests work.
Scheduled backups, exports, and restores explained.
Auto-categorization rules, priority, and triggers.
Multiple workspaces, limits, roles, and switching.
Cash flow, advanced reporting, and trend views.
Coming soon
These topics are queued next. We will keep expanding the guide as features ship.