Fullness Help Center
Guides, answers and support for Fullness.
Browse by category
- Getting Started
Create your account, connect your money, and learn the core concepts behind Fullness.
- Accounts & Connections
Link banks, add manual accounts, import statements, and keep balances in sync.
- Transactions & Categorization
How automatic categorization works, reviewing 'Needs Review', merchant rules, splits and transfers.
- Budgets, Vaults & Savings
Build budgets that adapt, and save with Vaults, Stash Spots, Safe Havens and Wealth Wells.
- Goals & Debt
Set savings goals, track progress, and pay down debt with payoff simulators.
- Invoicing & Receivables
Create and send invoices, get paid online, automate dunning, and use client/vendor portals.
- Bookkeeping & Accounting
Double-entry bookkeeping, chart of accounts, multi-currency/FX, fixed assets and period close.
- Tax & Compliance
The Tax Center, tax profiles and rates (VAT), and identity verification (KYC/AML).
- Reports & Insights
P&L, balance sheet and cash-flow reports, personal net-worth tracking, and AI insights.
- Business & Teams
Workspaces, inviting members, roles and permissions, approvals and multiple entities.
- Security & Privacy
Two-factor authentication, how we protect your data, and your privacy controls.
- Plans & Billing
Plans and pricing, managing your subscription, and how usage limits work.
- Developers / API
The Developer Portal, API keys and request signing, the Credit Score API, errors and rate limits.
Popular articles
- Plans & pricing
- Developer Portal overview
- Download & install the app
- Using the Fullness mobile app
- Fix a broken or stale connection
- Quickstart: personal finances in 15 minutes
- Core concepts & glossary
- Create & manage budgets
- Link a bank account
- Manual accounts & CSV import
- How automatic categorization works
- Create merchant rules & recurring categories
- Vaults, Stash Spots, Safe Havens & Wealth Wells
- Set & track savings goals
- Debt payoff & simulators
- Get paid online & automate dunning
- Double-entry bookkeeping in Fullness
- Chart of accounts & mappings
- Multi-currency & FX
- The Tax Center
- Set up your tax profile & rates
- Identity verification (KYC/AML)
- AI insights & projections
- Invite members & roles/permissions
- Two-factor authentication (MFA)
- How we protect your data
- Privacy, data export & account deletion
- Manage your subscription
- Usage & limits
- Authentication & request signing
- What is Fullness?
- Quickstart: set up your business
- Credit Score API reference
- Errors & rate limits
- Review & fix categories (Needs Review)
- Money Mode: Survival, Recovery & Fullness
- Create & send an invoice
- Client & vendor portals
- Period close & locking
- P&L, balance sheet & cash flow
- Personal reports & net worth
- Workspaces (personal vs business)
- Approvals & internal controls