Support

Need a hand? Start with the guides below — they cover setup, connecting your banks, and every feature in the app. If you are still stuck, a real person is an email away.

Getting started

1. Create your account. Sign up with your email and a password in the KNAB app. You will need a valid email so we can reach you about your account.
2. Connect a financial account. From the Accounts tab, link your first bank through Plaid (see Connecting accounts). Your transactions and categories flow in automatically.
3. Review your ledger. Open the Ledger tab to see your recorded transactions and a year of forecasts in one running balance.
4. Set a budget or two. Add a monthly cap on the categories you care about from the Budgets tab.

That is enough to get value on day one. Everything else can wait until you need it.

Connecting accounts

KNAB links to your bank through Plaid, the same connection layer used by most major finance apps.

• How it works. From the Accounts tab, choose your institution and sign in through Plaid's secure window. KNAB never sees or stores your bank login — you enter it with Plaid, not with us.
• What gets imported. Account balances, transactions, categories, and recurring activity. New transactions sync automatically over time.
• Reconnecting. Banks occasionally require you to re-authorize a connection. If an account stops updating, reconnect it from the Accounts tab to restore the sync.
• Disconnecting. You can remove a linked account at any time from the Accounts tab. This stops future syncing for that institution.

Feature guides

Dashboard

Your home base. The Dashboard summarizes recent activity, upcoming transactions, and where you stand right now, with quick links into the rest of the app.

The general ledger

The Ledger is the heart of KNAB. It combines your recorded transactions with up to a year of forecasts in a single running balance, and drops a subtotal at every pay-period boundary based on how you actually get paid — not the calendar month. You can hide categories you do not want to count and treat recurring transactions as projections.

Planned transactions

The Planned tab lists your recurring income and bills and when each one is next due. KNAB detects many of these automatically from your synced activity, and you can add, edit, or remove them by hand. Planned items are what power the ledger's forward forecast.

Budgets

Set a monthly cap on any category — or a sub-budget nested inside a parent category. Each budget shows a progress bar with what you have spent, what is left, and how many days remain in the month. The bar shifts to amber as you near your cap and turns red once you cross it. Use the month selector to review past or upcoming months.

Reports

See where your money went. Reports breaks spending down by category for a flexible date range — current month, previous month, this year, last year, all time, or a custom range. Compare income against expenses, then select any category to drill into the exact transactions behind it.

Accounts

The Accounts tab groups every connected account by type — cash, credit, loans, and more. Reorder cards within a group, open an account to see its ledger, and manage or disconnect its bank connection.

Categories

Manage your categories from Settings. Rename them, organize parents and children, and hide any category you do not want to appear in your ledger, budgets, or reports.

Frequently asked questions

• How does KNAB connect to my bank? Through Plaid, which securely links your accounts. KNAB never sees your bank login.
• Is my data safe? Your session is encrypted on device, and we never sell your financial data. See our Privacy Policy for details.
• How are forecasts calculated? KNAB projects your recurring income and bills forward from the planned transactions and history already in your accounts.
• Why isn't my account updating? Banks sometimes require re-authorization. Reconnect the account from the Accounts tab to restore syncing.
• Can I use KNAB on the web and my phone? Yes. KNAB runs on the web and as a mobile app, and your data stays in sync across both.
• Is KNAB a bank? No. KNAB is a budgeting and forecasting tool, not a bank, and it does not provide financial, investment, tax, or legal advice.

Contact us

Email support@knab.money and include the email address on your account so we can find you quickly.