Guide

Sign in, pick how to use the app, choose a budgeting mode, connect a bank (or go manual), and land on your dashboard.

Managing bank connections and manual accounts over time: staleness, reconnecting, adding more banks, manual accounts, and disconnecting.

Two ways to budget in one app. Compare the approaches, pick what fits, and learn how to switch.

A deep dive: setting up envelopes, rollover, the five goal types, and using the mode day-to-day.

A deep dive: setting up monthly caps, auto-carry for lumpy categories, and using the mode day-to-day.

The Dashboard, the Transactions tab, the review flow, splits, categorization, transfers, and reports.

What we store, how encryption actually works here, what we don’t do with your data, and how to lock the app on your end.

Pricing, the free trial, Apple billing, canceling, the 7-day grace window, restoring on a new device, and switching modes.

Sync issues, missing or duplicate transactions, wrong categorization, restoring on a new iPhone, and subscription snags.