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Protection
Cashflow
- How to manage duplicate transactions when transitioning to Open Banking
- Filtering for Budgets in Cashflow
- How do I bulk add transactions to Cashflow using a CSV file?
- How do I export transactions as CSVs?
- How do I review settings for the cashflow?
- How do I review duplicates?
Wealth
- How to hide / unhide a wealth item
- How do I add a wealth item?
- How do I edit a wealth item?
- How do I adjust ownership of wealth items?
- How do I add a bank account?
- When and how should I hide or delete a wealth item?