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Guides for setting up PebbleHoard Finance and using accounts, buckets, income, emergency fund, holdings, invoicing, and sharing.

Create a portfolio, add accounts, define buckets, and complete your first payday assignment.

Starting balances, transaction kinds, running totals, transfers, and splits to items.

Item types, available balances, min/ideal amounts, priorities, and Ready to Assign.

Income sources, funding rules, allotment vs expected, and record-payday allocation.

Target modes, balance modes, and how funded progress is calculated on the dashboard.

Item × account matrix, moving purpose between accounts, and keeping assignment intact.

Permissions, invites, and how multi-user portfolios work on the home screen.

Businesses, clients, draft/send invoices, public pay portal, Connect Standard, recurring schedules, and deposits.

Full list of product capabilities with short descriptions for each area.