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Transaction Management
Can I edit a transaction after it's been imported?
How does transaction tagging work?
How do I link a transaction to a financial asset?
What is the accrual period and why would I use it?
How does the system distribute an amount across a month range?
Getting Started
Why is the product called Ratio?
What is Zero-Knowledge encryption?
What happens if I lose my password?
What is a Passkey?
Uploads & Imports
Which file formats can I import?
What is a Ratio export?
What is a QIF file?
What account types does QIF support?
Tips for importing QIF files
Investments
How do investment prices work?
What is a synthetic ISIN?
What does the type filter on the investor page do?
How is ROI calculated?
What is Unrealized P&L?
Statistics & Charts
What stats does Ratio calculate?
Can I filter stats by date?
How is the Financial Health Score calculated?
How does the Cash Flow Forecast work?
Auto-categorization Rules
What are auto-categorization rules?
What triggers can a rule use?
What actions can a rule perform?
How does metadata extraction work?
How does linking to an asset work?
Description Cleaning Rules
What are description cleaning rules?
How do NOISE rules work?
How do MERCHANT_ALIAS rules work?
Can Ratio suggest cleaning rules automatically?
Assets & Reports
What are Assets?
How is asset balance calculated?
What is the Asset Payback card in Statistics?
What reports are available for assets?
Condo Management
What does the Condo module do?
How do I upload the rate plan?
How does payment reconciliation work?
What do the payment statuses mean?
Can I send payment reminders?
Can I export the reconciliation report?
Bank Connector
What is the Bank Connector?
How do I set it up?
What is an API key and is it safe?
How often does the connector sync?
What do the bank account statuses mean?
Bank Inbox
What is the Bank Inbox?
How do I review and commit inbox transactions?
What does the AI enrichment button do?
Can I apply auto-categorization rules to inbox transactions?
Ratio · Zero-Knowledge