Add an Account

Sync accounts from other financial institutions for a complete financial picture.

1. Navigate to “Accounts” and click the plus sign to “Add Linked Account.”
2. Select an institution or enter the name of your institution in the search field.
3. Enter in the required information and select "Connect." You'll receive a notification on your dashboard once the account has been synced successfully.

Syncing accounts provides a comprehensive view of income and expenses.

Set Goals

Create savings goals for big expenses like paying down debt or purchasing a home.

1. Navigate to the "Goal" tab and select “Add Goal.”
2. Select your desired pay off or savings goal.
3. Fill in the required information.
4. Click the "Create" button to complete the process of adding a new goal.

Track progress each month and feel the satisfaction of actively planning for life’s big events.

Create a Cashflow Calendar

See how bills stack up against income in real time.

1. Navigate to the "Cashflow" tab.
2. Select "Add Income" or "Add Bill."
3. Complete the required fields (Name your bill/income, how much and often you get paid or what amount is due).
4. Click the "save” button on the bottom.

With the cashflow calendar you can plan for paying bills throughout the month.

Set a Spending Target

Budgets creates spending targets to track how much money you spend in each category tagged.

1. Click on the “Budget” tab.
2. Select “Add Budget” on the budget dashboard.
3. Indicate the tags you would like to track (i.e., dining out, groceries, clothing, entertainment).
4. Choose the name of your budget and the amount for your monthly limit.
5. Click the "Finish" and then the “Save” button to complete the process.

Setting a target will help you evaluate spending habits and adjust spending in order to meet all monthly expenses and save for goals.