Good Steward Money help
Guides and answers for using Good Steward Money.
Accounts and banks
Add accounts, connect your bank, import transactions and reconcile balances.
16 articles
Rules, schedules and payees
Categorize automatically, plan recurring bills and tidy payees and tags.
13 articles
Account, billing and data
Sign-in, profile, your plan and billing, settings, budget files and backups.
21 articles
Common questions
- What Good Steward Money doesAn overview of the parts of Good Steward Money and how they connect, from the monthly budget to reports.
- Set up your first budgetWalk through the four setup steps that create your starting categories and your first monthly plan.
- How the Budget page worksWhat the Budget page shows for one month: the headline figures, the columns, how Balance is worked out and the Month summary.
- Connect a bankLink a bank so Good Steward brings in its balances and transactions automatically.
- A bank needs attention or is disconnectedFix a bank marked Needs attention or Disconnected so transactions start arriving again.
- Add a transactionEnter a purchase, deposit or other transaction by hand with the Add row, or with the Add transaction form on a phone.
- Split a transactionDivide one transaction into lines with their own categories and amounts, such as groceries and household items on one receipt.
- Print a year-end giving statementPrint or save a record of every gift from one calendar year, grouped by recipient.
- Reset a forgotten passwordRequest a reset link from the sign-in page, set a new password, and fix a link that does not work.
- Cancel or resume your planStop your plan or free trial from renewing, and undo the cancellation before the end date.