Help
How SageFin connects to your accounts, what it does with what it finds, and what to do when something looks wrong. These pages are readable without signing in, because the moment you need them is often the moment you cannot.
Getting started
- Connecting your first accountWhat happens when you connect a bank, how long the first sync takes, and the few things worth doing in the first ten minutes.Reviewed October 1, 2026
- What SageFin does with what it findsWhat happens to your transactions after they arrive — and what leaves your household, what is shared, and what never goes anywhere.Reviewed October 4, 2026
- Common questionsShort answers to what comes up first: safety, manual accounts, sharing with a partner, hiding pages you do not use, phones, and leaving.Reviewed October 4, 2026
Accounts and connections
- When an account stops updatingWhat the Connection status card is telling you, why a bank asks you to sign in again, and how to get an account syncing after it stops.Reviewed September 6, 2026
- When a balance disagrees with your bankWhy the number here can differ from the one your bank shows, and what the Balance check card means when it says an account is drifting.Reviewed September 6, 2026
- When a bank will not connectWhat to do when your bank is not in the list, when it refuses, and when it connects but brings nothing back.Reviewed September 7, 2026
- Accounts you keep yourselfManual accounts, updating a balance by hand, and the difference between hiding, closing and deleting one.Reviewed September 7, 2026
- Moving an account's historyTransferring transactions and balances onto the account you are keeping, what happens to the old one, and why the backup is the only way back.Reviewed September 7, 2026
- InvestmentsWhat SageFin shows for a brokerage account, why the total may not match it exactly, and why trades never appear in your spending.Reviewed September 30, 2026
- Apple Card syncWhy Apple Card works unlike every other account, how to connect it, and what to do when iOS has said no.Reviewed September 7, 2026
Transactions and receipts
- Why a transaction landed in that categoryWhat decides a category, why your own choices are never overwritten, and how to make a correction stick with a rule.Reviewed October 4, 2026
- Changing a transactionRenaming, splitting, hiding, reviewing and annotating transactions — and doing any of it to several at once.Reviewed October 2, 2026
- Tags, and how they differ from categoriesWhen to reach for a tag instead of a category, and the one rule that explains the difference.Reviewed September 7, 2026
- Importing transactions from a fileBringing a CSV in, the three ways SageFin can handle overlap with what is already there, and where duplicates actually come from.Reviewed September 7, 2026
- Amazon and Walmart ordersHow your retail orders reach SageFin from SageFin Desktop, so a card charge shows what was actually in it.Reviewed October 5, 2026
- Recurring bills and subscriptionsWhat the number beside Recurring means, what reviewing a merchant does, and why a savings transfer is sometimes offered as a subscription.Reviewed September 7, 2026
- Emailing receipts into SageFinForward a receipt and it is read and filed for you. How to allow another address, what can be sent, and what the monthly allowance covers.Reviewed September 6, 2026
Budgets and goals
- Making a budget that survives the monthFilling a budget from what you already spend, the two shapes SageFin can budget in, and what to do about the bills that are not monthly.Reviewed September 7, 2026
- Saving up and paying downHow goals work, why saving up and clearing a debt are two different things here, and what allocating to a goal actually does.Reviewed September 7, 2026
- Forecasting your net worthHow the forecast projects from your real money, what it assumes when you have not said, and how to try a what-if with scenarios and life events.Reviewed September 30, 2026
Reports and business
- Reports and cash flowWhat the built-in reports answer, how to build your own, and the two places an investment figure is an estimate rather than a fact.Reviewed September 30, 2026
- Tracking a businessKeeping business money separate, why tax lines are not categories, and what your accountant actually receives.Reviewed September 7, 2026
Your account
- Using your own AI providerRunning SageFin's AI on a model you pay for with your own key — what changes, what does not, and what happens when the key stops working.Reviewed October 4, 2026
- Connecting an AI app to your dataLetting an outside AI app read your SageFin data, what leaves your household when you do, and why it stays read-only until you say otherwise.Reviewed October 5, 2026
- Sharing a householdWhat a household is, who can see what, how to add or remove someone, and what happens to the shared data when a member leaves.Reviewed October 4, 2026
- If something happensThe page a survivor would open: what the household has, who owns each account and who it goes to, and where the will and the other documents are kept.Reviewed October 3, 2026
- Notifications and alertsWhat each alert means, whether it reaches you in the app or your email digest, and how to set the minimum on deposit and expense alerts.Reviewed October 3, 2026
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