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Learn Nethaven in your first 15 minutes
Start with the workflows that make the product click: add accounts, set up categories, review transactions, then connect budgets to net worth, subscriptions, debt, and goals.
Your first setup path
Go from blank dashboard to useful money review.
Follow this path when you are new, migrating from another app, or rebuilding your money workflow after connecting new accounts.
Popular articles
Your first 15 minutes in Nethaven
Add one useful account, set a simple budget, review transactions, and check your financial overview.
Connect a bank account
Connect a supported bank through Plaid or add a manual account so balances and transactions appear in Nethaven for budgeting and review.
Import transactions from CSV
Upload a transaction CSV, map its columns, review the preview, and import clean rows into one account.
Track net worth
Keep assets and liabilities in one portfolio view, then review the total with the balances behind it.
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26 articles available
Getting started
Set up the accounts and plans you want to review regularly.
Your first 15 minutes in Nethaven
Add one useful account, set a simple budget, review transactions, and check your financial overview.
Import YNAB to Nethaven
How to export your YNAB budget and import accounts, categories, transactions, and monthly budget history into Nethaven.
Import Monarch Money to Nethaven
Import Monarch Money transaction history into Nethaven. See what transfers, what does not, and why balances may need correction after import.
Import Mint to Nethaven
Import Mint transaction history into Nethaven. See what transfers, what does not, and why balances may need correction after import.
Import Copilot Money to Nethaven
Import Copilot Money transaction history into Nethaven. See what transfers, what does not, and why balances may need correction after import.
Import Rocket Money to Nethaven
Import Rocket Money transaction history into Nethaven. See what transfers, what does not, and why balances may need correction after import.
Import Actual to Nethaven
Import Actual transactions, categories, and optional budget month history into Nethaven. See what transfers, what does not, and how to review the preview.
Import Lunch Money to Nethaven
Import Lunch Money transactions, categories, and optional budget month history into Nethaven. See what transfers, what does not, and how to review the preview.
Accounts
Connect a bank or brokerage, or add an account manually.
Transactions
Add, import, scan, review, and categorize activity.
Review and categorize transactions
Check imported or manually added transactions, correct their details, and keep transfers out of spending totals.
Import transactions from CSV
Upload a transaction CSV, map its columns, review the preview, and import clean rows into one account.
Scan receipts and transaction images
Use the mobile scanner to extract transactions from a receipt, statement, or screenshot, then review each result.
Add expenses with iOS Shortcuts
Use Nethaven's Add Transaction action in Shortcuts or Siri to record an expense against a payment account.
Budgeting
Create a main budget and keep category totals accurate.
Portfolio
Track investments, crypto holdings, property, and net worth.
Track net worth
Keep assets and liabilities in one portfolio view, then review the total with the balances behind it.
Connect a brokerage account
Connect a supported brokerage for read-only balances and holdings, or add the account manually to keep your portfolio in your net worth.
Track crypto holdings
Add crypto holdings manually or import them without connecting a wallet address or sharing private keys.
Planning
Track subscriptions, debts, and savings goals.
Manage subscriptions
Track recurring charges, billing cycles, renewal dates, and monthly subscription costs so nothing renews without you noticing.
Track debt payoff
Add debt balances, rates, and minimum payments, then follow your snowball or avalanche payoff order and remaining amounts month by month.
Track savings goals
Create a savings goal with a target, current amount, date, and contribution plan, then follow progress.
Sharing
Invite people to an organization with separate logins.
Privacy
Export your records or permanently delete your account.
Billing
Manage Pro access, cancellation, and refund requests.
MCP
Connect a supported AI client to approved Nethaven tools.
Settings
Adjust the mobile home screen for your review routine.
Customize the mobile home screen
Choose which cards appear on the mobile home screen and arrange them to match your weekly money review routine.
Set up and manage TRMNL
Connect the Nethaven plugin from the TRMNL Marketplace, choose allocations, budgets, dividends, or transactions, refresh it, and recover from common setup problems.
FAQ
Quick answers
What can I track in one place?
Accounts, credit cards, transactions, budgets, debts, savings goals, subscriptions, crypto, stocks, ETFs, property, vehicles, luxury items, and interest-bearing accounts. **Manual entries** fill in anything that doesn't sync automatically, so net worth and budgets stay complete.
How does Nethaven connect to my bank accounts?
You sign in securely and Nethaven **never sees or stores** your banking username or password. The connection is **read-only**: we receive balances and transactions but cannot move money or make changes at your bank. Available banks depend on your region and our coverage.
How do I cancel my subscription?
Subscriptions are managed by Apple or Google, not Nethaven. - **iOS**, Settings → your name → Subscriptions → Nethaven → Cancel - **Android**, Google Play → Payments & subscriptions → Subscriptions → Nethaven → Cancel Your Pro features stay active until the end of the current billing period, after which an active subscription is required to keep using the app. Your data is retained so you can resubscribe anytime.
What does Nethaven do with my data?
We use your data to operate the product: sync accounts, show transactions, build budgets, calculate net worth, and run the features you turn on. We **don't sell personal data**, run advertising, or share with data brokers. First-party analytics (Vexo and Firebase Crashlytics) keeps the product reliable and can be disabled in Privacy Settings. Full details are in the [Privacy Policy](/privacy).
How do I get help if something is broken?
**In-app support** is the fastest path. You can also email [support@nethaven.app](mailto:support@nethaven.app). We read every report; for crashes, include the time and what you were doing, and attach a crash log if your device offers one. For security issues, see the [Security page](/security).
Still have questions?
Send the support email with screenshots, device, app version, and the workflow you were trying to complete. A specific report is much faster to debug.