User Guide

Getting Started

Welcome to GoMonio

GoMonio is a comprehensive financial management platform designed to give you real-time visibility into your finances. This guide will help you get started with the basic features and functionality of the platform.

Initial Setup

Complete your profile information in the Account settings
Connect your bank accounts through the Accounts section
Review and customize your financial categories
Set up your initial budget (if applicable to your plan)

Dashboard Overview

Understanding Your Dashboard

The dashboard is your financial command center, providing a real-time overview of your financial status.

Key Dashboard Elements

Total Balance Card: Shows your current aggregated balance across all accounts
Balance Over Time Chart: Visualizes your financial trends over your selected time period
Cash Flow Categories: Breaks down your income and expenses by category
Recent Transactions: Quick view of your most recent financial activity

You can customize your dashboard view by selecting different time periods and focusing on specific accounts.

Managing Transactions

Working with Transactions

The Transactions section allows you to view, categorize, and manage all your financial transactions.

Transaction Features

Import Transactions: Import transactions from CSV/Excel files from your bank
Categorization: Assign categories to transactions for better financial tracking
Filtering: Filter transactions by date, amount, category, or account
Search: Quickly find specific transactions using the search functionality
Split Transactions: Divide a transaction into multiple categories (Business tier)

Categories System

Understanding Categories

GoMonio uses a three-level categorization system to help you track and analyze your finances effectively.

Category Hierarchy

Activity Classes: Top-level division (Operating, Investing, Financing)
Category Groups: Mid-level organization (Income, Expenses, etc.)
Categories: Specific transaction types (Sales, Services, Rent, etc.)

You can customize categories to match your specific financial tracking needs through the Categories section.

Agency Features

Managing Clients (Agency Users)

If you're an agency user, GoMonio provides powerful tools to manage multiple business clients.

Client Management

Client Dashboard: View and manage all your clients in one place
Client Grouping: Organize clients into customizable groups with color coding
Client Onboarding: Streamlined process to add new clients to your agency
Data Isolation: Complete separation of client data for security and privacy

Access the client management features through the Settings > Client Dashboard section.