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Step-by-step guides for setting up and using Paiso.
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Get started with PaisoFrom a new account to your first full pictureFrequently asked questionsPlans, your data and connecting accountsGlossaryThe terms Paiso uses, in plain words
Getting started
Accounts and data
- Connect your financesAdvanced planConnect your bank, card and brokerage accounts so Paiso imports your accounts and transactions for you.
- Import transactions from a fileLoad transactions from a CSV, OFX or QFX file your bank exports.
- Add a transaction by handRecord a cash purchase, a payment your bank has not sent yet, or anything a file does not include.
- See an account's balance historyFind the daily balance of any account, on the Accounts page and in Transactions.
Investments
- Find your way around InvestmentsWhat the Overview shows, which tab each account lands in, and how to make a section open on the tab you use most.
- Reorder the columns on the Investments pagePut the holdings columns you care about first, and hide the rest.
- Track a retirement, education or health planAdd a 401(k), IRA, 529 plan or HSA and keep its value current.
- Hide a holding or leave it out of net worthTake a row out of a table, or keep an account or holding out of your net worth, without deleting it.