PennyBolt Documentation

Install PennyBolt, import your history, and see your money clearly.

Welcome. These pages teach you how to use PennyBolt. They don’t sell anything — the website already convinced you. From here on, our only job is to help you get things done.

Start here

New to PennyBolt? Start with Your first ten minutes . You’ll install the app, add one account, import one file from your bank, and see your first spending chart — in about the time it takes to make coffee.

Switching from Quicken? You have company. Switching from Quicken is a full migration journey built for people carrying years of history. Start there and come back here when you’re done.

Something’s broken or confusing? Troubleshooting is organized symptom-first. Scan for what you’re seeing.

Find your way around

These docs are organized around what you’re trying to do, not around the app’s menus.

• Getting started — install PennyBolt, set up your file, see your first chart.
• Core concepts — shared vocabulary. What an account is, what a transaction is, what “the file” means in PennyBolt. Skim these once; return when a word is unfamiliar.
• Importing your data — every format we support (OFX/QFX, PDF, QIF, CSV), one page each.
• Switching from Quicken — the full migration journey, prep through first week.
• Using PennyBolt — the everyday work. Transactions, payee rules, reconciliation, reports.
• Your data — where your file lives, how to back it up, what leaves your computer (very little).
• Help — troubleshooting, frequently asked questions, and how to reach us.
• Release notes — what’s new, what’s changed, what’s fixed.

How to read these docs

Every page answers one question. The answer is in the first paragraph. The rest of the page is for when you need the details.

If a page claims something we no longer do, that’s a bug. Tell us and we’ll fix it.

• Getting started

  Install PennyBolt and see your first chart in ten minutes.

• Core concepts

  Shared vocabulary for how PennyBolt thinks about your money.

• Importing your data

  Bring your financial history into PennyBolt.

• Switching from Quicken

  The migration guide for longtime Quicken users.

• Using PennyBolt

  The everyday work: transactions, rules, reconciliation, reports.

• Your data

  Where your file lives, how to back it up, what leaves your computer.

• Help

  Troubleshooting, frequently asked questions, and how to reach us.

• Release notes

  What changed in each version of PennyBolt.