Find your way around Budget
Home, Calendar, Advisor, Money, Savings and Bills & income, plus the advisor bar at the bottom of every screen.
The screens
- Home: safe to spend, your next payday, your week, check-ins, accounts and funds.
- Calendar: the month, with money in and out and your projected balance each day.
- Advisor: your conversations with the money advisor.
- Money: accounts, funds, debts and recent activity.
- Savings: your next steps, emergency fund, savings rules, goals and savings rules of thumb. See The Savings tab.
- Bills & income (Bills on phones): everything that repeats, and the payoff planner.
On a phone these are tabs along the bottom, with the Advisor in the middle. On a computer they’re in the sidebar on the left, along with Settings.
The top bar
- The budget pill (emoji and name): switch between your personal budget and any shared budgets.
- ✓ with a number: quick things to sort out.
- ⚙: Settings.
The advisor bar
At the bottom of every screen: ＋ to log spending, a box to ask the advisor anything, a mic, and send. On the Advisor screen there’s also a 📎 to upload a statement. Asking from any other screen opens a new advisor chat.
Budget follows your device’s light or dark setting.