App Overview
Learn the app workflows that keep your financial workspace organized and usable.
Use Tablewealth Help when you are working in the product: connecting sources, reviewing accounts, syncing spreadsheets, building dashboards, cleaning transactions, or preparing financial context for AI workflows.
The app is organized around a few recurring jobs:
- Add the right financial sources.
- Check whether each source is fresh.
- Keep accounts, holdings, balances, and transactions easy to understand.
- Separate real spending from transfers, duplicates, and records you intentionally ignore.
- Use the cleaned data in dashboards, spreadsheets, custom apps, or exports.
Get started
Create a workspace, invite the right people, choose your first workflow, and add the first source.
Accounts and connections
Understand connected accounts, manual records, imports, source health, duplicate accounts, and account-level settings.
Data hygiene
Diagnose stale sources, duplicate records, mismatched balances, transfer problems, category drift, and reporting issues.
Imports and spreadsheets
Bring in offline data and sync Google Sheets, Microsoft 365 Excel workbooks, and supported local Excel workflows.
Transactions
Review transaction fields, filters, pending activity, ignored records, manual transactions, transfers, and source mismatches.
Categories and rules
Create workspace categories, build categorization rules, understand rule matching, and manage saved rules.
Dashboards and reports
Use the overview dashboard, metric breakdowns, custom dashboards, exports, and recurring reviews.
Investments and net worth
Track holdings, balances, manual assets, liabilities, investment cash, private assets, and household net worth.
AI workflows
Prepare financial context for AI, custom dashboards, spreadsheet summaries, and planning notes.
Settings, security, and support
Manage workspace access, security, billing, API usage, provider permissions, privacy mode, and support requests.
Guided paths
Most finance questions start as a workflow, not a feature name. Use these paths when you are not sure where to begin:
- New workspace: Get started, then Accounts and connections, then Data hygiene.
- Spending review: Transactions, then Categories and rules, then Dashboards and reports.
- Spreadsheet workflow: Imports and spreadsheets, then Categories and rules, then Data hygiene.
- Net worth review: Accounts and connections, then Investments and net worth, then Data hygiene.
- AI or custom dashboard workflow: AI workflows, then Dashboards and reports, then Security and settings.
Product help vs. API help
App help explains how to use Tablewealth as a workspace. It focuses on user-facing concepts, cleanup routines, spreadsheet behavior, and product settings.
For implementation guidance, request formats, authentication, pagination, rate and usage behavior, and endpoint details, use API Docs.