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Sage User Guide

Welcome to Sage, your personal finance app for understanding and managing your spending, income, and budgets. Sage is a local-only reporting tool that helps you make informed financial decisions without moving money or tracking investments.

What is Sage?

Sage helps you:

  • Understand how you are spending your money
  • Track how your income and spending change over time
  • Define and monitor budgets
  • Receive actionable financial advice (e.g., which loans to pay off first)

Sage does not connect to bank accounts or move money. It is strictly a reporting and analysis tool.