Getting started
- Getting started with Purple Wallet
- How to add an account
- How to record income or an expense
- Transfer between accounts and the fee
- Import operations from a CSV file
FAQ
Answers to the questions we hear most.
Connecting banks
- How to connect Monobank
- "Needs review" operations: confirm the category
- How the app sorts operations into categories
- Categorization rules: create, edit, disable
- Why a bank operation can't be edited or deleted
Categories, budgets and goals
- Categories: create, edit and delete
- Tags and how they differ from categories
- Budgets: a limit per category and staying in control
- Goals: create one and top it up
- Recurring transactions: set up a regular payment
Shared spaces
- What a shared space is
- Roles: owner and member
- How to invite a member
- Read-only access through a public link
- Splitting a transaction across spaces
Finn
- What Finn can do and how to talk to him
- Finn's insights: what they are and how to apply a suggested action
- Scanning receipts
- Recording transactions by voice
- Finn's limits on the free plan
Analytics
- Analytics: the screen at a glance
- Categories: the expense donut and tags
- Dynamics: income, expenses and the balance trend
- Profit and loss, and comparing periods
- Extra metrics: KPIs, top expenses and the heatmap
Subscription and plans
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