Finance

Finance is your money in one place: log income and spending, set budgets, save towards goals and see where it all goes.

Finance page

Getting around

Finance has six sections: Home, Accounts, Transactions, Budget, Goals and Analytics.

  1. Wallet and this month Your balance sits on the wallet card. On a computer, the card beside it shows this month's income, spending, net, budget used and top spending categories.
  2. Hide balance The eye button hides every amount on Finance and Home, handy in public. It's remembered on this device.

Logging money

  1. Add a transaction Choose income or expense, the amount, account, category and date. Set it to repeat for regular bills.
  2. Accounts Accounts are grouped by currency, and each shows its own balance and transactions.
  3. Categories Every category has its own icon and keeps the order you choose.

Budgets and goals

  1. Budget Set a monthly limit per category and watch how much is used.
  2. Savings goals Set a target and add money as you save. A savings goal can drive a challenge's progress too.
  3. Expected income Under Goals, list the income you expect so you can plan your saving.

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