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Getting Started

Welcome to Threshold
Connecting your first bank account
Tips & tricks for getting oriented

The Canvas

Navigating View and Build mode
Working with multiple canvases

Accounts

Connected accounts (Plaid)
Manual accounts
Hiding and showing accounts
Splitting an account into portions

Groups

What groups are and when to use them
Creating and managing groups

Goals

Creating your first goal
Linking accounts and portions to goals
Built-in retirement goal
Adding projections to goals

Calculations

Built-in calculations
Building a custom calculation

Transactions

Syncing, searching, and filtering transactions
Categories, budgets, and transaction rules

Investments

The Investments section

Money Questions

You can answer this today

Integrations

Connect Threshold Money to Claude

Pricing & subscription

Plans, pricing, and your subscription

Account & settings

Account, security, and deleting your account
How Threshold handles your financial data

Troubleshooting

Fixing connection and data issues

Help Center

Browse setup instructions, feature guides, and troubleshooting steps.

Getting Started

Money Questions

Pricing & subscription

Account & settings

Troubleshooting

Popular articles

Welcome to Threshold
Connecting your first bank account
Categories, budgets, and transaction rules
Plans, pricing, and your subscription
The Investments section

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