Welcome to MoneyVue

Welcome to MoneyVue

Last verified 2026-05-08 by bootstrap.

Welcome to MoneyVue

MoneyVue helps you understand your money — across every account, every category, every month. This article walks you through the basics so you can start getting value in the first 10 minutes.

What you can do here

  • See your Net Worth update in real time as accounts sync
  • Track Spending by category and merchant
  • Plan with flexible Budgets that match how you actually spend
  • Find duplicate or missing transactions across accounts
  • Ask questions about your data with Insights

Your first steps

  1. Connect your first account from Accounts → Add account.
  2. Wait a moment for transactions to sync.
  3. Visit Dashboard to see your balances and recent activity.
  4. Categorize a few transactions to teach the app what spending looks like for you.

If something looks off, you can always re-sync from the Sync button in the header.

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