Dashboard

Your money, in detail

Import your transactions to see where your money goes, then plan a budget and explore what investing could do.

Budget planner

Plan each month and compare it with the 50/30/20 guideline. Your plan is saved for each month, in this browser and in your account when you're logged in. It isn't sent to the assistant.

Monthly take-home pay

Needs

Rent, groceries, utilities, minimum debt payments

Wants

Eating out, subscriptions, hobbies, travel

Savings

Emergency fund, investing, extra debt payments

Your budget compared with the 50/30/20 guideline
Category	Yours	Guideline	Status
Needs	$2,30057%	$2,00050%	Above
Wants	$1,10028%	$1,20030%	On track
Savings	$60015%	$80020%	Below

Every dollar has a job. The 50/30/20 split is a guide, so adjust it to what matters to you.