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Tetri personal finance guides

Learn how wallets, transactions, budgets, recurring payments, cash-flow forecasts, reports, tax estimates, and bank statement imports work in Tetri.

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How Tetri calculates balances and reports

Balances, budgets, tax estimates, and reports are calculated from transaction amounts and dates. Forecasts also include recurring schedules and savings goals. When a transaction changes, Tetri recalculates every total that includes it.

Guides are grouped by task: setup, wallets and activity, planning, automations, reports, tax, settings, import, and export.