Help center

Help for accounts, budgets, and planning

Answers for the workflows people check most often — connecting a bank, reviewing a stack of transactions, setting up a budget, keeping net worth current, pruning subscriptions, and planning debt payoff. Each article is short on purpose: a definition, a short walkthrough, and a few common questions to make sure the next thing you do is the right thing.

Accounts

Connect a bank account

How to connect checking, savings, credit, and loan accounts so balances and transactions can appear in Nethaven.

Budgeting

Review and categorize transactions

How to review imported transactions, assign categories, and use rules without hiding exceptions.

Create a budget

How to set up categories, review actual spending, and adjust a budget after the first month.

Portfolio

Track net worth

Combine assets and debts into a complete net worth view in Nethaven, with tips on what to include, how to value property and vehicles, and how the dashboard stays current.

Planning

Manage subscriptions

How to review recurring charges and understand their monthly and annual impact.

Plan debt payoff

How to compare snowball and avalanche payoff strategies before changing monthly payments.