Questions & Answers
Have questions? We're here to help. Find quick and helpful information about our services, products, and how everything works.
How do I get around the app?+
Four tabs sit at the bottom of the screen: Dashboard (your monthly overview), Goals & Debt (sinking funds, savings goals, and your debt payoff tracker), Reports, and Profile.
How do I check my reports?+
Open the Reports tab from the bottom navigation to see a monthly view comparing what you planned against what you actually spent, by category.
How do I add a new category?+
From your Dashboard, tap into "Your Categories," then "+ Add a category." You can also turn any default category on or off from the same screen.
How do I log an expense?+
Tap the + button from your Dashboard or Categories screen, enter the amount, choose a category, and save. It takes a few seconds.
Can I edit a category's budget after I've set it?+
Yes. Open the category, tap Edit, and update the amount. Changes apply from the next cycle by default, so it doesn't disrupt what you've already planned this month.