Financial Tools

Step 1: Click different parts of the wheel to see your spending breakdown. Transactions are sorted automatically into these categories with 'tags.'

Step 2: To personalize your categories, or split the transaction between tags, click on a transaction and edit the tag.

Step 3: When you select a transaction from the dashboard you can also change the name of the transaction, create a budget, or add a recurring transaction to your Cashflow Calendar.

Step 1: Navigate to Budgets Progress Tile.

Step 2: Click "View Budget."

Step 3: Click "Add Budget."

Step 4: Personalize your spending target by adding the monthly amount and item name (e.g., "Baby Expenses"). Choose the purchase category tags you want to include in this budget.

Step 1: Navigate to the "Cashflow" section.

Step 2: Click the plus sign to add your income or bills.

Step 3: Put in your monthly income and expense amounts to calculate your monthly cash flow.

Step 1: Navigate to the "Goals" section and select "Add Goal."

Step 2: Select your desired pay off or savings goal.

Step 3: Fill out the name of the goal, which accounts you'll use and your target date.

Step 4: Click "Save." Your goals will automatically update based on your progress and day-to-day account balance.

Step 1: Navigate to the "Accounts" section.

Step 2: Click the plus sign to "Add Linked Account."

Step 3: Select an institution or use the search to find your institution. Follow the prompts to add your institution.