Available nowCapehelm is on the Mac App Store.
Capehelm
Download on the Mac App StoreDownload
Menu

Getting Started

Reviewing Categories

Use the Review workspace to focus on Categories and groups that need attention.

Quick answer

Open Categories, switch to Review, select Needs Attention, and open each listed group.

Capehelm Categories workspace in Review mode with the Needs Attention filter and fictional category groups.
Review mode narrows the workspace to the groups and Categories that need attention.

Review what needs attention

  1. Open Categories in Capehelm.
  2. Switch from Organize to Review.
  3. Select Needs Attention.
  4. Open a listed group to review the Categories or activity Capehelm has surfaced.
  5. Work through the remaining groups until you have reviewed the items that matter to you.

Keep the review focused

The Needs Attention view is the practical place to start. It avoids requiring you to inspect every Category when only a smaller set needs review.

Keep going

Getting StartedImporting Transactions

Bring a downloaded bank statement into Capehelm using the local CSV workflow.

TroubleshootingCSV Will Not Import

Check file readability, mappings, formats, diagnostics, and duplicate handling.

Getting StartedSetting Up Budget

Review group and Category targets, then apply them to the monthly budget.

Still need help?

Tell us what happened.

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.

Email Capehelm Support