Guides
Tutorials
Practical tutorials to get started with Noétis and Legacy — from importing entries to reading the Dashboard. Each guide notes when a concept is Legacy- or Noétis-specific.
Journal
Journal
LegacyLegacy Journal: filter bar and navigation
How the BNQ · AN · MOIS · CPT · PROJ · TAG bar works in Legacy: banks 512–530, swipe between chips, unified tabs, and Freemium vs Premium limits.
6 min read
Bank import
LegacyImport an OFX bank statement
OFX import in Legacy: select the bank first, .ofx file up to 12 MB, preview transactions, opening balance on empty bank, default posting to account 470.
5 min read
Chart of accounts
LegacyAccount 470 « To classify »
What Legacy's suspense account 470 is for, how OFX lines land there, manual classification, queue navigation, and clearing via recognition rules.
5 min read
Automation
LegacyRecognition rules: automate classification
Build « contains » rules on bank labels with optional amount and debit/credit filters. Manage them under Accounts (CPT focus) and apply to 470 in one action.
5 min read
Dashboard
Dashboard
Noétis & LegacyDashboard: your accounting at a glance
Legacy and Noétis dashboard: four KPIs, monthly cash flow, five-year annuities, top expenses, Freemium first steps, and bank / year / month filters.
8 min read
Dashboard
LegacyEBF and ETF (Legacy): reading dashboard indicators
Legacy EBF / ETF formulas and KPI drill-downs, with the Noétis EBE / Result parallel.
9 min read
Dashboard
Noétis & LegacyMonthly flow and cash forecast
Monthly cash flow chart for everyone; Legacy Premium forecast (asOf = last OFX; 3 / 6 / 12 month lookback; projection to month-end or year-end).
7 min read
Dashboard
LegacyManagement (TAG) and Projects dashboard
White Journal TAGs vs green Management TAGs, personal projects (car, house), and Legacy Premium dashboard filters — with Noétis farm examples.
8 min read