Docs

Interactive guides and documentation

The guide library is organized into setup, wallets and activity, planning, automations, reports, tax, settings, and data. A completed or skipped guide can be started again. The full version of each guide is available in documentation.

DocumentationDocsGuideSettingsProduct GuidesFinancial Education

Guide selection

Each section contains guides for related tasks. Titles and summaries state which feature and page a guide covers.

Interactive guide on the product page

An interactive guide opens the Tetri page that contains the fields and buttons from its steps. If that page is not available, only the full documentation version can be opened.

Documentation page

The documentation page repeats the main interactive steps and adds details that do not fit in the short in-app guide.

Guide restart and progress

Restart clears completion and skipped-step progress for that guide. It does not change wallets, transactions, budgets, or settings.