Skip to main content

Getting Started Track

I want to know where my money goes

Get a clear, honest picture of your spending in under 10 minutes.

4 steps~10 min
Step 1 of 40% complete
1

Add your everyday accounts

Start with the accounts where most of your spending happens โ€” your everyday bank account and any credit cards you use regularly. You don't need to add every account right now. Getting your main spending account in first gives you an immediate, honest picture of where your money actually goes.

Head to Accounts in the main menu and tap "+ Add Account". Choose the account type, give it a name, and enter your current balance.

If you're unsure of your exact balance, a rough figure is fine for now. You can update it at any time.

Was this helpful?