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Add an Entry and set a monthly budget

Log your daily expenses and income, set a monthly budget, and see how much you have left to spend.

  1. 1

    Tap the + at the bottom center and choose "Expenses".

    Log income and expenses screen
  2. 2

    Choose "Expense" or "Income", enter the amount, and choose a category (or type a new one).

    Log income and expenses screen with amount and category filled in
  3. 3

    Tap the check mark at the top right to save.

    Check mark at the top right of the log income and expenses screen
  4. 4

    Tap "Expenses" in "Me", then tap "+ Set Monthly Budget".

    Budget card on the Expenses home screen
  5. 5

    Tap the "Analysis" icon at the top right of the Expenses home screen to switch between the "Finances", "Yearly", and "Monthly Net Worth Report" tabs.

    "Analysis" screen with Finances, Yearly, and Monthly Net Worth Report tabs at the top

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