Knowledge Base
Everything you need to master HOB
Getting Started Guide
New to HOB? Start here! Learn how to set up your accounts, add your first transactions, and create your budget.
Adding Your Accounts
Learn how to add checking, savings, credit cards, and investment accounts to track your finances.
Setting Up Categories
Organize your spending with custom categories and category groups for better insights.
Adding Transactions
Master the art of manual entry: income, expenses, transfers, and split transactions.
Credit Card Payments
Learn the correct way to record credit card payments so they show up in cash flow reports.
Budget Basics
Create your first zero-based budget and learn how to assign every dollar a job.
Understanding Budget Rollover
Learn how unused budget carries forward month-to-month for flexible spending.
Recurring Transactions
Automate your regular bills and income with recurring transaction templates.
Investment Tracking
Track your investment accounts, holdings, and current market values for accurate net worth.
Using Reports
Generate spending reports, income analysis, and net worth tracking.
Exporting Your Data
Download your transactions, budgets, and accounts as CSV files for backup or analysis.