Help
How to set up WealthMgr, walk through its features, and manage your money.
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Getting Started
Create your account, run the setup wizards, and set a savings goal.
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Features
Walkthroughs for each feature — accounts, goals, automations, reports, projections.
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Financial Guide
A priority-based flowchart: emergency funds, debt, pensions, investing.
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API Reference
Authentication, endpoints, and webhook formats for programmatic access.