Overview
Choose the help library that matches what you are trying to do with Tablewealth.
Tablewealth has two help libraries.
Use App Help when you are working inside the product: creating a workspace, adding financial sources, reviewing accounts, cleaning transactions, syncing spreadsheets, building dashboards, or preparing data for AI workflows.
Use API Docs when you are building software on top of Tablewealth: creating API keys, reading normalized financial records, handling pagination, and understanding request and response shapes.
Tablewealth Help
Set up your workspace, connect financial sources, organize data, use spreadsheet sync, understand dashboards, and manage product settings.
API Docs
Build against Tablewealth with API keys, normalized financial records, endpoint examples, pagination, and LLM-ready docs.
Where to start
If you are new to Tablewealth, begin with Tablewealth Help. Start with the setup guide, then move into accounts, transactions, spreadsheet sync, or reporting depending on the workflow you care about first.
If you are building against Tablewealth, start with API Docs. Product help and API docs are separate because day-to-day workspace guidance and implementation guidance answer different questions.
Popular app topics
- Get started: create a workspace, add your first source, and review the first data that arrives.
- Accounts and connections: understand provider connections, manual accounts, imported accounts, duplicate records, and source health.
- Imports and spreadsheets: use Google Sheets, Microsoft 365 Excel workbooks, local Excel access, imports, templates, sync schedules, and safe-to-edit tabs.
- Transactions: review transaction fields, filters, pending activity, ignored records, manual transactions, and transfers.
- Categories and rules: create categories, create categorization rules from transaction edits, understand rule matching, and manage rules.
- Data hygiene: diagnose stale sources, duplicates, balance mismatches, transfer issues, and category drift.
- Dashboards and reports: use the home dashboard, custom dashboards, exports, and recurring review workflows.
- Investments and net worth: track holdings, balances, manual assets, liabilities, cash, and allocation.
- AI workflows: prepare narrow, controlled financial context for AI and custom dashboard workflows.
- Settings, security, and support: manage members, roles, billing, API usage, provider permissions, privacy mode, and support requests.