Assistant & Alerts

Chat with Master Oodle

Master Oodle helps interpret your plan and talk through choices in plain language.

Steps

Follow these steps

Select your household first, then open chat from the navigation.

Questions with amounts, goals, and timeframes return the most actionable guidance.

Rename and revisit prior conversations as your monthly plan evolves.

Public pages include a guest chat widget for limited trial conversations.

Tips

Include your target, monthly surplus, and constraints to get stronger suggestions.

Iterating in one thread gives better continuity than starting over each time.

Guide

Control in-app and email notifications, and clear or mark notification items.

Guide

Read your monthly plan, quick look cards, and trend sections in one place.

Guide

Review one month at a time, compare planned vs actual results, and skip months you do not need to close.

Resources

Resource

Try a no-signup income, expense, and goal tracker.

Resource

Six-step setup with a reusable template.

Get Started

Set up your household and start planning in minutes.