Help centre
Resolve the task, not just the symptom.
Use these concise guides to keep your operational record clean and move confidently through Ratio's core workflows.
Find your next move
Browse operational guides
Use a supported CSV import
Know which statement exports Ratio accepts and how to prepare a clean import.
Help centre · 4 minRead guide
Resolve an import issue
Work through validation, account-type, and duplicate warnings without compromising your financial record.
Help centre · 5 minRead guide
Keep your ledger clear and traceable
Review, find, and categorise financial events while preserving statement lineage.
Help centre · 5 minRead guide
Understand your financial coverage
Use the coverage checklist and review queue to close the financial gaps that matter most.
Help centre · 6 minRead guide
Manage Spaces, members, and access
Keep financial Spaces, memberships, and invitations clear as your team changes.
Help centre · 5 minRead guide
Run a focused monthly review
Package a clear period, the right Spaces, and an explicit review outcome for a teammate.
Help centre · 5 minRead guide
Use Ratio AI responsibly
Understand what Ratio AI can assist with, and why the statement-backed record remains in control.
Help centre · 3 minRead guide