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Planning
Track Expenses
Expense quality determines whether surplus and spending signals are trustworthy.
Steps
How to do it
A
Create expense entries
Add each cost with amount, frequency, and optional category labels.
B
Watch the impact preview
Use monthly impact and new-surplus preview before you commit changes.
C
Use categories for scanning
Categories on the index table make it easier to spot where money is going.
D
Maintain your list monthly
Archive outdated subscriptions and update changed bills as they happen.
Tips
Related
Related guides
Guide
Use the Dashboard
Read monthly plan totals, surplus, the money-flow Sankey, and plan health.
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Plan Savings Goals
Create goals by contribution or date and understand their surplus impact.
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Understand Plans and Limits
See the current household plan caps for incomes, expenses, and owned households.
Open guideGet Started
Put this guide to work
Log in for a saved household plan, or open the demo to practice first.