The Library
Every how-to lives in the library. Learn how it is arranged so an answer is never more than two clicks away.
Your workbook may look different. If there is no brown band of buttons along the top, use the Money Mastery menu in the menu bar above your workbook. The names are a little different there: Categorize is Categorize Transactions, Reports is Clarity AI & Reports, Dashboard is Open Dashboard, and Start Here is Getting Started.
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Hello again. The library is where every how-to lives, and today you learn how it is arranged, so an answer is never more than two clicks away.
In your hub, click Library in the list on the left. The library opens in the same tab.
Across the top are the Essential Reads, the few pages every member should read in the first week. Each is a card with a picture; click one and it opens.
Scroll down to All Tutorials by Chapter. The free edition's chapter comes first, then Your membership, Bringing a statement in, Labels and the Categorize window, Reading your numbers, and Habits and help. On a phone, a row of chapter pills at the top of this section jumps you to any chapter.
Click a chapter's name and its cards appear in the order you would do them, each.
Click a card. The video plays at the top of the page. Under it, the same steps are written out, numbered, so you can follow along with the video paused. Below the steps, the one thing to remember, and a bar that takes you to the next card in the chapter.
When you know the words but not the chapter, scroll to Quick Help for the most r.
You can reach the library three ways: Library in the hub's list, the Library lin.
If the library does not have your answer, the bottom of the page offers a person.
Read the chapter, not just the card. The cards in a chapter were written in order, and the one before yours usually explains the thing that confused you.
Every page's video and written steps are made from the same script, so if you only have a minute, read; if you have five, watch; either way you get the same clicks.
Two clicks to any answer. That is the library. See you next time.
Hello again. The library is where every how-to lives, and today you learn how it is arranged, so an answer is never more than two clicks away.
Step by step
-
In your hub, click Library in the list on the leftThe library opens in the same tab.
-
Across the top are the Essential Reads, the few pages every member should read in the first weekEach is a card with a picture; click one and it opens.
-
Scroll down to All Tutorials by ChapterThe free edition's chapter comes first, then Your membership, Bringing a statement in, Labels and the Categorize window, Reading your numbers, and Habits and help. On a phone, a row of chapter pills at the top of this section jumps you to any chapter.
-
Click a chapter's name and its cards appear in the order you would do them, each
-
Click a cardThe video plays at the top of the page. Under it, the same steps are written out, numbered, so you can follow along with the video paused. Below the steps, the one thing to remember, and a bar that takes you to the next card in the chapter.
-
When you know the words but not the chapter, scroll to Quick Help for the most r
-
You can reach the library three ways: Library in the hub's list, the Library lin
-
If the library does not have your answer, the bottom of the page offers a person