Documentation

Feature guides and reference documentation for Coincert.

• Accounts Accounts are the foundation of Coincert.
• The Score The Score is a Quicken/GnuCash-style spreadsheet view for managing transactions on macOS.
• Bank Connection Sync Apple Wallet accounts via FinanceKit or import transactions from OFX, CSV, QFX, and PDF files.
• Curtain Call -- Debt Payoff Planning Curtain Call is Coincert's debt payoff planner.
• Dashboard The Dashboard is the home screen of Coincert, providing a scrollable overview of your complete financial picture.
• Forecast -- Cash Flow Projection Forecast predicts your account balance over the coming weeks and months.
• Family Groups Family Groups lets you share finances with family, roommates, or friends.
• Harmony Sync Harmony Sync is Coincert's iCloud-based cross-device synchronization system.
• Crescendo Fund A Crescendo Fund is a dedicated savings goal that helps you set aside money for a specific expense by a specific date.
• Backup & Recovery Create, restore, and manage point-in-time database snapshots and portable full backup exports.
• Intermission -- Buy Now, Pay Later Tracking Intermission is Coincert's built-in tracker for Buy Now, Pay Later (BNPL) plans.
• Liner Notes Liner Notes is the reporting and analytics section of Coincert.
• Limelight -- AI Spending Insights Limelight is your personal spending analyst.
• Playlist Playlist is Coincert's subscription tracking dashboard.
• Rhythm -- Recurring Bill Tracking Rhythm is Coincert's system for tracking bills, subscriptions, and other recurring payments.
• Bank Statement Reconciliation Reconciliation is the process of comparing your bank statement against the transactions you have recorded in Coincert, verifying that every entry matches and that your balances agree.
• Setlist -- Category-Based Budgets A Setlist is how you control spending in Coincert.
• Settings The Settings screen is the central hub for configuring Coincert's behavior, security, sync, notifications, and data management.
• Soundcheck Soundcheck is the first-launch onboarding experience in Coincert.
• Transactions Transactions are the core records in Coincert. Every purchase, payment, deposit, and transfer is tracked as a transaction within an account.