TidyOne
TidyOne Help Center

Clear guides for Personal and nonprofit work

Start with the problem you need to solve: personal money, documents, a nonprofit supporting one beneficiary, or an organization managing multiple beneficiaries and cases.

Choose your pathOpen TidyOne

Choose how you use TidyOne

The Help Center separates each context so users only see the workflows that make sense for them.

Start here · Published

What is TidyOne and how does it work?

See the complete product structure before the tutorials: Personal, one-beneficiary nonprofit, multi-beneficiary nonprofit, documents, AI and reports.

  • choose the right workspace
  • understand how data and documents connect
  • see the current limitations clearly
Open the starting guide →Personal · Published

TidyOne Personal

For people who want a clearer view of their money and a single place for important documents.

  • income, expenses and receipts
  • budgets, goals and debts
  • documents, reminders and AI
Open the complete guide →Nonprofit · one beneficiary

Organization supporting one person

A simplified workflow for organizations created around one child or adult: donations, documents, needs, projects and reporting.

  • primary beneficiary
  • donation → project → report workflows
  • monthly and project reports
Open the complete guide →Nonprofit · multiple beneficiaries · Published

Nonprofit with multiple beneficiaries

A practical system for organizations managing multiple people: case files, shared projects, expense allocations and reports.

  • beneficiary vs case vs project
  • splitting shared transactions
  • beneficiary, case and project reports
Read the complete guide →

Multiple-beneficiary nonprofit tutorials

Practical workflows for beneficiary records, active cases and shared projects.

NONPROFIT · multi · Complete workflowBeneficiary → Case → Project → Expense → ReportConnect structure to finance and reporting without double-counting a shared expense.Nonprofit · multi · WorkflowBeneficiary → Case → ProjectCreate a case file, link it to a shared project and verify the relationships.Nonprofit · multi · FinanceDonation → Beneficiaries → Allocation → ReportKeep one incoming payment and split the amount exactly across the people or cases it supports.Nonprofit · multi · ExpenseShared expense → Beneficiaries → Document → ReportKeep one real payment and split its cost without duplicating the invoice.Nonprofit · multi · DocumentsDocument → Beneficiary / Case → Project → AccountantAssign context carefully, filter the archive and hand the right files to the accountant without duplicates.NONPROFIT · multi · ReportingBeneficiary / case report → Income + Expenses + DocumentsCheck allocations, evidence and timeline for one person without duplicating shared transactions.NONPROFIT · multi · ReportingProject report → Donations + Expenses + Funds + DocumentsReview the whole project, target, evidence and funds without confusing individual allocations.NONPROFIT · multi · FundsRestricted fund → Donation → Expense → ReportTrack purpose-specific money without confusing the app's Available value with bank balance or legal eligibility.Nonprofit · multi · Annual reportAnnual report → Beneficiaries + Projects + Funds + DocumentsClose the year at organization level, then review projects, cases, funds and evidence separately.Nonprofit · multi · ChecklistBefore reporting → Allocations + Documents + ProjectsCheck shared transactions, supporting documents, funds and currencies before export.Nonprofit · multi · CasesCase → Timeline → Events → DocumentsTrack appointments, tasks, projects and documents inside the correct beneficiary case.

Personal tutorials

Practical workflows for receipts, categories, budgets and monthly spending.

Personal · WorkflowReceipt → AI → Expense → Monthly BudgetReview receipt lines, classify spending and follow your budget without duplicate entries.Personal · WorkflowIncome → Expenses → Budget → SavingsTrack a full month, set a realistic limit and update your goal only after actually setting money aside.Personal · WorkflowDebts → Instalments → Reminders → Monthly BudgetTrack repayment balances, due dates, linked reminders and actual expenses without duplicating a payment.Personal · WorkflowDocuments → AI → Warranties → RemindersArchive invoices and warranties, verify dates and set reminders without promised alerts.Personal · WorkflowMonthly Analysis → Spending Review → SavingsInterpret categories, check month-on-month changes and track only money genuinely set aside.Personal · WorkflowOrganize your personal documents and find PDFs with AIPDFs, photos, categories, metadata search and careful questions about relevant original files.Personal · AI CoachUse AI Coach for spending, documents and savingsMonthly comparisons, realistic budgets, repayments, savings plans and careful questions about original PDFs.

Single-beneficiary nonprofit administration

Configure the primary person once and keep the same context across documents, transactions, projects and reports.

Nonprofit · one beneficiary · SetupPrimary beneficiary → Profile → Data → DocumentsWhich profile fields exist, how the primary person is applied automatically and which data can enter AI context.Nonprofit · one beneficiary · DonorsDonors & sponsors → Contact → Donations → HistoryContact records, linked contributions, currency-separated totals, latest gift, interactions and current CRM limits.

Single-beneficiary nonprofit workflows

These guides explain complete outcomes, not isolated buttons. More are coming.

Workflow · Published

Donation → Project → Fund → Report

Step by step: donations and sponsorships, earmarked money, expenses, evidence and project reporting.

Read the workflow →Workflow · Published

Invoice → AI → Expense → Project

Upload a PDF or photo, review AI proposals, choose a project and prepare the document for your accountant and reports.

Open workflow →Workflow · Published

Documents → Accountant → Month-end

Separate what is ready, what has been sent and what is still missing.

Open workflow →Workflow · Published

Fundraising campaign: from goal to final report

Campaign target, donor receipts, platform fees, paid versus unpaid invoices and a verifiable report.

Open workflow →Workflow · Published

Medical document → Archive → AI search

Organize beneficiary PDFs, find specific facts with AI and protect sensitive health information.

Open workflow →

Single-beneficiary nonprofit reports

TidyOne organizes reporting data; official legal and accounting requirements vary by country and organization type.

Reports · Published

Monthly report

Income, expenses, documents and project status for a clear reporting period.

Open guide →Reports · Published

Project / need report

How to review donations, expenses, fund movements and evidence for one need.

Open guide →Reports · Published

Annual nonprofit report

A complete year: all projects and funds, reviewing income, expenses and missing evidence before export.

Open guide →Reports · Published

Pre-report data checklist

Find unsupported expenses, AI review gaps, duplicates, project allocations and currency issues before sharing a report.

Open checklist →Reports · Published

Income and expense report

Read income and expenses over any period, link entries to projects and reconcile the result with bank records.

Open guide →Reports · Published

Donation & sponsorship report

Review donor contacts, unidentified income, sponsors, multiple currencies and supporting evidence before sharing.

Open the guide →
The main Personal, single-beneficiary and multiple-beneficiary nonprofit guides are published.

More detailed workflows for nonprofits supporting several beneficiaries are coming.