Getting started

Finding your way around

The same app arranged three ways — a sidebar on Mac, a sidebar on iPad, and five slots on iPhone. Plus the one shortcut that skips all of it.

Monestra has fourteen modules and six settings panes. A Mac window can hold an index of that; a phone cannot. Rather than cram one layout onto every screen, the shell renders what fits.

The sidebar lists every enabled module, grouped into four sections that never change order:

Section	Modules
Overview	Dashboard, Checklist, Radar, Assistant, Reports
Accounts & Assets	Accounts, Investments, Assets
Spending & Commitments	Subscriptions, Staff, Insurance
Goals & Life	Goals, Compensation, Travel

Settings sits in its own section at the bottom. You can reorder modules within a section and hide any of them — see Settings reference.

Monestra on a Mac. Every module in one index, and the Dashboard filling the width a window gives it.

The iPad is the same shell in a different frame:

On iPad, the tile grid widens to four across rather than two.

A module root screen on iPhone. The summary card sits above the records, and the container owns the margins so the card lines up with the rows beneath it.

On iPhone: three tabs, All, and Find#

A phone gets five slots, and fourteen destinations do not fit in five. So the compact layout stops trying to make browsing cheap and makes jumping cheap instead:

Three module tabs you choose yourself, under Settings ▸ Modules ▸ Tab bar.
All — the full index, sectioned exactly like the sidebar, with each row carrying its live figure. Settings opens from All's navigation bar.
Find — the search tab, in the system search role.

Find: the shortcut past all of it#

Press ⌘K on a Mac or iPad with a keyboard, or tap the Find tab on iPhone. Find searches every visible module — records, destinations and actions — and takes you straight to the exact record.

Once you are used to it, Find replaces most navigation. See Find and quick add.

The same screen, three widths#

Nothing is hidden on a smaller screen — the same information is arranged for the room available. Radar is the clearest example, because its chart has the most to gain from width:

Opening a record#

Records open into a sheet from their module. Tapping a row on the Dashboard, a result in Find, or a row in the Checklist all end up in the same place — the module that owns the record opens it, so a record reached by search is exactly as protected as one you tapped in a list.

Undo#

Monestra keeps an undo stack for your edits: ⌘Z on a Mac, shake to undo on iPhone and iPad. It covers edits you make, not the app's own housekeeping.