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Answers for My Little Accountant
Search help articles for transactions, categories, cash flow, spending goals, spending breakdowns, bank connections, net worth, billing, and account settings.
How do admins review AI chat history?
Use the admin Chats tab to inspect transcripts, tool calls, system prompts, and usage by user or chat type.
Updated Sep 2, 2026
How do I add My Little Accountant widgets to my Home Screen?
Add My Little Accountant spending, income, net worth, cash flow, and spending goal widgets to your iPhone Home Screen.
Updated Aug 2, 2026
How do I change a transaction category?
Assign or correct a transaction category from the transaction list or detail screen.
Updated Sep 2, 2026
How do I change the transaction date?
Move a transaction to the date or month it should count toward in My Little Accountant.
Updated Jun 20, 2026
How do I connect a bank account?
Connect checking, credit card, loan, and investment accounts through Plaid.
Updated Aug 10, 2026
How do I create an AI dashboard?
Open the dashboard coding workspace, view or edit dashboards from the center tab, and understand Free and Pro limits.
Updated Sep 13, 2026
How do I create or edit categories?
Create custom categories and choose names, icons, and colors on Free or Pro.
Updated Sep 11, 2026
How do I download the iOS app?
Install My Little Accountant from the App Store after signing in or finishing onboarding.
Updated Sep 14, 2026
How do I fix a bank connection?
Refresh a Plaid connection when transactions stop syncing or My Little Accountant says an account needs attention.
Updated Aug 10, 2026
How do I manage my subscription or delete my account?
Find subscription controls, billing status, reactivation, and account deletion.
Updated Sep 13, 2026
How do I manage weekly insights?
Manage weekly insights and Thursday spending-goal check-ins and understand what My Little Accountant sends.
Updated Aug 2, 2026
How do I publish articles?
Use My Little Accountant's admin article editor to draft, preview, and publish SEO-friendly Markdown articles.
Updated Jul 19, 2026
How do I read the Cash Flow graph?
Understand the Cash Flow graph on the home screen in My Little Accountant, including income, spending, and projected cash flow.
Updated Aug 15, 2026
How do I read the Spending Breakdown graph?
Understand the Spending Breakdown graph on the home screen in My Little Accountant and drill into the categories behind your spending.
Updated Sep 11, 2026
How do I read the Spending Goal graph?
Understand the Spending Goal graph, the single monthly goal line, and how My Little Accountant tracks spending pace across the month.
Updated Aug 8, 2026
How do I set or change my monthly spending goal?
Set one monthly spending goal and track how the current month is pacing.
Updated Sep 13, 2026
How do I use Face ID or Touch ID to unlock My Little Accountant?
Turn biometric unlock on or off for My Little Accountant on your iPhone.
Updated Sep 13, 2026
How does My Little Accountant calculate net worth?
Understand what is included in net worth, account balances, manual stocks, and mortgages.
Updated Jun 28, 2026
How does My Little Accountant categorize transactions?
Learn how the assistant chooses categories, asks clarifying questions, and remembers patterns.
Updated Sep 11, 2026
How does My Little Accountant track AI usage costs?
Understand the admin Agent Costs dashboard, agent tags, per-user totals, and cache-aware cost estimates.
Updated Aug 10, 2026
Why am I not receiving My Little Accountant emails?
Troubleshoot missing sign-in codes, setup reminders, and weekly insight emails.
Updated Sep 13, 2026
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