Step 1: Connect Your First Account
Head over to Connected Accounts and link your primary checking or credit card to build your dashboard foundation.
Step 2: Set Up New Categories
Visit the Categories page to view your list of categories. Each category is listed under Income or Expense.You can also add new categories that best fit your family's budgeting.
Step 3: Categorize Your Spending
Categorize Your Spending Visit the Transactions page. If a transaction says "Uncategorized," click it to assign a category like Groceries, Rent, or Entertainment.
Step 4: Meet Your AI Advisor
Once you have at least 30 days of data, go to the AI Advisor. Complete the household questionnaire—including your home purchase goals—and our AI will build a custom savings roadmap for your family.