Money OS
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Documentation

Money OS Docs

Everything you need to use Money OS effectively. Guides, references, and tutorials — written to be read in minutes, not hours.

Get started in 5 minutes → Import your first transactions → Read the FAQ →

Getting Started

Get up and running in minutes.

Introduction
What Money OS is and how it works
Creating a Workspace
Set up your first workspace
Accounts
Set up checking, savings, and card accounts
Managing Transactions
Add, import, and categorize transactions

Core Features

The tools that run your finances.

Budgets
Create and monitor spending limits
Recurring Transactions
Automate subscriptions, retainers, and payroll
Reports
Expense, income, and tax summaries
Clients
Manage client billing and expenses

Teams & Collaboration

Bring your team into your financial workflow.

Team Members
Invite collaborators and assign roles
Audit Logs
Full activity trail for every change

Security & Data

How Money OS protects your data.

Security
Encryption, 2FA, and access controls

Help

Answers to common questions.

FAQ
Frequently asked questions
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