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UpRightly

Help center

Version v1.0. The switcher lists the current and previous release.

  • Accounts

    Create, hide, and close accounts, and read balances in the sidebar.

  • Backups

    Copy the SQLite file, restore through the sync confirm-diff when sync is on.

  • Bank connections

    Connect a bank through the Plaid or SimpleFIN adapter. The sandbox works without keys.

  • Billing

    Free manual entry, $5 a month, or $49 a year on one shared account with no device limit.

  • Bills

    Bill calendar, due-soon list, and notifications for upcoming and overdue reminders.

  • Budget vs actual

    A period report of budgeted, actual, available, and remaining amounts, plus the home widget.

  • Budgets

    Name a budget, pick a period, and edit the category grid. Rollover is per category.

  • Buy shares

    Record a buy on a brokerage account and open a lot.

  • Categories

    The income and expense tree, Uncategorized, and how to add a category without creating a near-duplicate.

  • Currencies

    Base currency, per-account and per-security currencies, and manual exchange rates.

  • Desktop licensing

    $59 offline key on 3 computers, or unlock by signing into a paid web account.

  • Docs style guide

    Voice, structure, accessibility, and help-id rules for every user-facing page.

  • FAQ

    Pricing, devices, sync, banks, and what stays local.

  • Getting started

    Create your first local ledger file, add an account, and enter a transaction.

  • Home dashboard

    Widgets for balances, bills, the budget, inbox, and sync status.

  • Household sharing

    Invite editors and viewers to one cloud household. Desktop stays single-user.

  • Import CSV

    Map columns once per account. Chase, Bank of America, Wells Fargo, Amex, and Capital One layouts are detected automatically.

  • Import OFX and QFX

    Import a bank statement file. FITID values make a second import a no-op.

  • Import QIF

    Bring in a Quicken Interchange Format file. Transfers are paired so both sides count once.

  • Import troubleshooting

    Fix format detection, dates, signs, duplicates, and exports when an import does not look right.

  • Investments

    Securities, brokerage actions, lots, and the portfolio view.

  • Migrate from Moneydance

    Import a QIF of all accounts or a Raw JSON export. Built only from public formats and synthetic samples.

  • Migrate from Quicken

    Import a Windows or Mac QIF, or OFX/QFX history. Opening balances and split memos are handled.

  • Private vs Cloud sync

    Choose Cloud for shared plaintext validation, or Private for end-to-end encryption with a recovery key.

  • Reconcile

    Match a statement date and ending balance. Interest and fees become transactions. Finish only at 0.00.

  • Register

    Enter transactions, splits, and transfers. Uncategorized items wait in the Inbox.

  • Release notes

    What shipped in v1.0 and the milestones that led here.

  • Reminders

    Schedule repeating reminders and bills with RRULE presets, including every 2 weeks and twice a month.

  • Reports and graphs

    Balances, cash flow, budget vs actual, portfolio, and the report gallery.

  • Rules

    Categorize imported and downloaded transactions. Preview first. Manual entry is never rewritten silently.

  • Search and replace

    Find transactions by payee, memo, category, or amount, then batch-edit or replace text.

  • Sell shares

    Sell with FIFO, average cost, or specific lots, and see realized gain first.

  • Split wizard

    Apply a split or reverse split to shares, lots, price history, and the current price.

  • Sync overview

    How devices share one household ledger without file-based copies.

  • Sync setup

    Turn on Cloud or Private sync, save a recovery key, and read the status chip.

  • The web app

    Online household ledger, Cloud sync, MFA, and how it relates to the desktop file.