Help centre

Find the next useful step.

Start with a workflow guide, then use the troubleshooting notes when something does not behave as expected.

Browse by task

Getting started

Create the first account, choose preferences and understand the dashboard.

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Statement imports

Prepare and import PDF, CSV or TXT statements from supported banks.

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Categories and rules

Correct classifications and automate recurring transaction descriptions.

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Preferences

Set base currency, reporting periods, payday and notification behaviour.

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Plans and limits

Compare Free and Pro limits in South African rand.

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All documentation

Browse the complete guide from records through planning and export.

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Common questions

Why did my statement import fail?

Confirm the selected bank matches the statement, the file is PDF, CSV or TXT, and the statement is not password-protected. If the error continues, keep the complete alert text and contact support with a redacted sample.

Why was a new account or category created?

Imports can create records found on the statement when they do not already exist. Review the import summary, then rename, merge or correct records from Accounts and Categories.

Why do dashboard totals differ from my bank balance?

Check the selected reporting period, account currency, missing exchange rates, duplicated imports and transactions dated outside the active period.

Can Spendful connect directly to my bank?

Not currently. Spendful supports manual records and file-based statement imports without asking for online-banking credentials.

Still blocked?

Visit Contact for the support email and a checklist of details to include. Never send passwords, one-time PINs or an unredacted bank statement.