Resources

Financial guides.

Practical guidance on organizing your own money — how to read your cash flow, keep an imported ledger honest, and arrive at tax season with the work already done. 10 guides, written against what Countorra actually does.

Foundations

How to organize your personal finances
A sequence that works: get everything in one place, make the records true, then start asking questions of them.
2 min read
How to understand your monthly cash flow
Income minus expenses is the headline. The useful part is which of those numbers is volatile, and why.
2 min read
How to build a personal budget
Build the budget from what you actually spent, in the categories your own money already falls into.
2 min read
How to calculate your net worth
Everything you own minus everything you owe — one number, whose direction matters far more than its size.
2 min read

Your accounts

Taxes

Using Countorra

How to use an AI financial assistant responsibly
Useful for reading your own records and explaining what changed. Not a source of authority about your money.
2 min read

Looking for how a particular screen works rather than how to think about your money? That lives in the Help Centre.

Financial guides.

Foundations

How to organize your personal finances

How to understand your monthly cash flow

How to build a personal budget

How to calculate your net worth

Your accounts

How connected bank accounts work in Countorra

How to review imported transactions

Taxes

How to prepare your financial information for tax season

Federal and state personal income tax

How to prepare before speaking with a tax professional

Using Countorra

How to use an AI financial assistant responsibly