Capehelm Knowledge Hub
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Follow clear, product-specific guides for getting started or resolving common Capehelm problems—without sending your financial data anywhere.
Search all 14 articles, or browse by category below.
Learn Capehelm
Getting Started
Set up a Finance Document and learn Capehelm’s everyday workflows.
Creating a Finance Document
Create a new local Finance Document and choose its currency.
Read article ↗02Opening an Existing Finance Document
Switch to an existing .pfinance package from Settings.
Read article ↗03Importing Transactions
Bring a downloaded bank statement into Capehelm using the local CSV workflow.
Read article ↗04Reviewing Categories
Find groups and Categories that Capehelm has marked for attention.
Read article ↗05Setting Up Budget
Review group and Category targets, then apply them to the monthly budget.
Read article ↗06Using Forecast
Read the 14-day view of safe-to-spend, projected balances, and upcoming items.
Read article ↗07Backing Up Capehelm
Use Backup Status to create a backup or open the full backup manager.
Read article ↗Find a fix
Troubleshooting
Resolve common import, document, backup, and subscription issues.
CSV Will Not Import
Check file readability, mappings, formats, diagnostics, and duplicate handling.
Read article ↗02Finance Document Will Not Open
Recover when Capehelm cannot open a selected or remembered .pfinance package.
Read article ↗03Restore Purchases
Ask the App Store to resynchronize the current account’s Capehelm access.
Read article ↗04Subscription Access
Recover when Capehelm cannot load or verify subscription access.
Read article ↗05Backup and Restore
Create a backup destination and safely restore a validated .pfbackup.zip archive.
Read article ↗06Moving or Renaming a Finance Document
Help Capehelm find a .pfinance package after its name or location changes.
Read article ↗07App Launch / Remembered-Document Issues
Recover when Capehelm cannot reopen the Finance Document remembered from an earlier session.
Read article ↗Still need help?
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Email [email protected] and describe what you were trying to do, what happened, and any error message Capehelm displayed. Please write the error in the email instead of attaching sensitive files or screenshots.
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