UrTravelPro · Travel resource center
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Plan smarter,
travel easier.
Destination guides, pre-trip checklists, app walkthroughs, and quick answers — the things UrTravelPro clients ask us about, collected in one place.
16 guides available
3 categories covered
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16 guides
How-to
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Books
Support Tickets
Open and track support tickets from inside Books. What makes a good ticket, response time targets.
Updated 1 hour ago
How-to
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Books
Transactions — Add, Edit & Categorize
Add expenses, income, transfers, and deposits. Edit, categorize, split, and bulk-manage transactions.
Updated 1 hour ago
Troubleshooting
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Books
Troubleshooting Books
Common Books issues and how to fix them.
Updated 1 hour ago
How-to
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Books
Bank Feeds in Books
Connect a bank via Plaid for automatic transaction sync. How balances refresh, what to do when the bank invalidates the connection, privacy and security.
Updated 1 hour ago