Help & Guides

Learn how to set up BananaBird, track your finances, and get the most out of the application.

Getting Started

New to BananaBird? Start here.

Learn the basics of BananaBird, add the things you want to track, and create your first financial snapshot.

The guide walks you through the recommended setup from beginning to end.

Getting Started

Guides

Snapshots

Learn how snapshots record your financial position and power BananaBird's historical tracking.

Accounts

Set up bank accounts, credit cards, loans, investments, and other financial accounts.

Assets

Track property, vehicles, valuables, and other assets that contribute to your net worth.

Investments

Understand how investment accounts are tracked and viewed within BananaBird.

Income

Add income sources and track how your income changes over time.

Expenses

Add recurring and one-time expenses and track how your spending changes over time.

Dashboard

Learn how to read your net worth, trends, comparisons, and other financial insights.

Financial Concepts

Understanding the Terminology

Learn about the financial concepts and terminology used throughout BananaBird, including assets, liabilities, financial horizons, liquidity, contributions, withdrawals, and growth.

These definitions explain how BananaBird uses these terms and how they affect the way your financial information is organized and presented.

Explore financial concepts

Application Philosophy

Why BananaBird Works This Way

BananaBird is built around periodic financial check-ins, long-term trends, and keeping you actively involved in understanding your finances.

Learn why the application uses snapshots, why your data is entered manually, what BananaBird is designed to help with, and what it intentionally does not try to be.

Learn about the BananaBird philosophy

Managing Your Data

Your BananaBird Data

Learn about importing, exporting, backing up, and managing the financial data stored in your account.

Learn about managing your data

Billing & Subscription

Managing Your Subscription

Learn how BananaBird subscriptions work, including trials, payment methods, billing status, cancellations, and restarting a subscription.

Learn about billing and subscriptions

Still have questions?

If you can't find the answer you're looking for, get in touch and we'll help.

Contact Support