1 minute
Categorizing your transactions
Every charge from your bank has a place. Bills and paychecks go on your forecast, and everyday spending goes in your budget.
Tip: turn your phone sideways for a bigger view.
That’s the whole screen
Every charge has a place.
- Paychecks, bills & card payments → your forecastThey’re the money you know is coming. Confirm them, and they turn green.
- Everyday spending → your budgetPick a category, like Eating Out or Gas, and you see where your money goes.
- Moving your own money → TransfersNot spending, not a bill. Tap Transfer, and it stays out of your budget.