Help & Documentation

Welcome to Cognito Money Help

This help center provides comprehensive documentation on how to use all features of Cognito Money.

Select a topic from the menu on the left to get started.

You can access contextual help for any page by clicking the icon in the top-right corner of each page.

Learn how to interpret your financial dashboard and use it to monitor your finances at a glance.

Find out how to record and categorize your income and expenses effectively.

Learn how to track your recurring bills and never miss a payment.

Discover how to create and manage budgets to keep your spending in check.

Learn how to ensure your Cognito Money records match your actual bank statements.

Ask questions, get insights, and perform financial calculations powered by Claude Sonnet 4.5.

Access detailed financial statements and reports for comprehensive financial tracking.

Learn how to use tags to organize and filter your financial transactions.

Learn how to secure your financial data with customizable backup options.