Documentation - Valutra

Create your first account, add a bank account, enter a starting balance, and build a simple forecast.

How Valutra can be used for free, which limits apply, and what happens when switching usage levels.

Registration, email activation, password reset, and user settings.

Create and manage bank accounts in the app.

How starting balances work and why they are the foundation of your forecast.

What you see on the overview and how to quickly sanity-check your forecast.

Current state and forecast: how projection works and how to interpret it.

Model expected future income and expenses, one-time or recurring.

Record past payments and connect them to planned instances.

Model loans and keep repayment schedules consistent.

Track assets and their value history.

A simple retirement planning view based on expected income and expenses.

Profile, security, and basic app settings.

Understand how Valutra models VAT for planning and why you should still verify results.

Manage projects and contracts and let them generate plan items.

How to share ideas and report issues.

Common questions – short, practical answers.

The most common problems – and how to narrow them down quickly.

What Valutra stores, why it’s needed, and what happens when you delete your account.