How-to guides - Commander Finance

These guides walk through Commander Finance’s most common tasks, from setting up your first account to building reports on a year of activity.

Creating a new account—name, type, color, initial value, and the Include in Budget toggle.
Creating a new transaction—amount, merchant or memo, date, account, and optional budget line.
Managing recurring transactions—creating schedules, reviewing detected ones, and pausing or deleting them.
Creating an account transfer—recording both sides of a transfer with pending and completed dates.
Creating a new budget line—name and color, plus target amount in Targets mode or initial funding in Envelope mode.
Setting a goal—attaching a goal to a budget line or an account, and editing, pausing, or archiving it.
Changing your budget mode—switching between Tracking, Targets, and Envelope without losing data.
Changing your budget cycle—updating cycle type, start date, or timezone, and what gets recalculated.
Setting up a new synced account—linking a bank through Plaid and picking how much history to import.
Merging two merchants—combining duplicate merchant records, and how merging differs from renaming and deleting.
Bulk-editing transactions—assigning merchants and budget lines, or linking two transactions as a transfer.
Finding and filtering transactions—filtering by date, account, budget line, or merchant, searching, and reading the summary strip.
Exploring your data—building charts and tables from transactions, accounts, and budget lines.