Learn Castworth
Short walkthroughs, one idea at a time. Start at the top, or jump to what you need. Each uses example numbers.
The big pictureYour money: See what’s comingA scroll-through story: see a year of paychecks and bills on one forecast, test a vacation, and see how much is left to spend today after bills and savings.3 min →0Before you startSetting up CastworthEvery setup screen: sign up, connect your bank through Plaid, check what Castworth found, and see your first forecast.2 min →★Start hereGetting started with CastworthYour first week in two minutes: shape your forecast, then sort your spending. Goals are optional.2 min →1Module 1Shape your forecastRight after setup: check your forecast and add anything coming that Castworth hasn’t seen yet.1 min →2Module 2Spending: Fixed, Flex, and LumpyMoney comes in, and what you spend goes out in three kinds: bills, everyday spending, and big costs that don’t come on a regular schedule.1 min →3Module 3Categorizing your transactionsPaychecks, bills, card payments, transfers, and everyday spending: where each charge goes and why.1 min →2bModule 2bEveryday Spending: how Castworth plans for itGroceries, gas, eating out: Castworth averages your last 3 months, then splits it into periods and between checking and credit cards.2 min →4Module 4One-time charges (and when they’re not)Car insurance, a broken water heater, a trip. One question tells you where a big charge goes.1 min →5Module 5Your budgetOne line tells you how the month is going. Tap in to set or change a goal, and keep one-time charges out.1 min →6Module 6Rules: let Castworth sort for youTeach it once, and it files the same stores for you and confirms your regular bills, then shows you what it did.1 min →7Module 7Chat by Castworth: just tell it what to doAsk what’s new, sort charges by number, split an order from a picture, move a late paycheck, and undo anything by asking.1 min →8Module 8Set-asides: save ahead for costs that don't come every monthHold back a bit of each paycheck for an emergency fund or a vacation, then spend from it when the time comes.1 min →9Module 9Splitting a charge: one store run, several categoriesOne Costco or Target run, several categories: split it by hand, or from a picture of the receipt.1 min →10Module 10Cash Today and “already in my bank”What your Excess Cash number means today, and how to tell Castworth a paycheck already arrived.1 min →11Module 11Balances and net worthOptional: what you own and owe in one place, including a house or car. It never changes your forecast.1 min →+How do IAdd a new job or paycheckTap + Plan, pick New job, and watch the new paychecks show up in your forecast.1 min →+How do IAdd a billA new car payment, subscription or rent: add it once and it repeats in your forecast.1 min →+How do IPlan a one-time expenseA trip or a repair you know is coming: put it on the date and see how it changes later months.1 min →
No lesson matches that yet. In Castworth, open 💬 Chat and ask it. It can explain how any part of the app works.