Events

Navigate to the Money screen from the bottom navigation and press the Events button from the center of the screen. 

Tap on Create next to Your Events. Give the event a name and add in the duration of the event, we recommend that you include the days leading up to the event while you are planning it. You can also create notes, or a todo list in the description box to keep track of what needs doing and what expenses you’re expecting so you don’t forget anything.

Press Create Event to finish logging it. Now the event will be available for you to link transactions to.  

Navigate to the Money screen from the bottom navigation and press the Events button from the center of the screen. 

Tap the event you want to delete, then tap on the dot menu available, selecting Delete from the options. Confirm your choice. 

This will remove the event the linking option available when you are adding a transaction. (link to Add Details to a transaction) It will also un-link any transactions you might have already linked to it. Do you want to end the Event to keep the linking active? (Link to End life event) 

Navigate to the Money screen from the bottom navigation and press the Events button from the center of the screen. 

Tap the event you want to edit, then tap on the dot menu available, selecting Edit from the options. Edit any detail you added before. Tap Edit Event to confirm your updates.

This will not un-link any transactions; it will only update the event itself.

Navigate to the Money screen from the bottom navigation and press the Events button from the center of the screen. 

Tap the event you want to restart, then tap on the dot menu available, selecting Edit from the options. Edit the End date to a later date from today, and tap Edit Event to confirm your updates.

To end the event, bring the End date up to the current date, and confirm your updates.

Navigate to the Money screen from the bottom navigation and press the Events button from the center of the screen. Use the tabs on top of the screen to switch between Current and Past events. Switch to History to view past events. 

Getting Started

Starting your financial journey is super simple!

To keep track of your spending, you first need to set up an account to spend from!

Press the + button on the first card on your dashboard. Select an account type and add how much you have in this account. You’re all set to track your spending!

Track your spending through the + button at the bottom of the screen. Select whether this is something you’re spending (an expense) or something you’re receiving (an income), or even if this is a loan you’ve taken or given to someone.

Add in the amount, category, and account you’re spending from – and you’re all set to record your transaction! Want to add more details so you can recall the transaction better? No, problem! You can add in a description, labels, link a receipt from your storage, and even connect it to an event happening in your life.

Take this to the next level and add a budget to decide what you can spend this month. Scroll to the bottom of the dashboard and press Create next to Your Budgets. Select a category and an amount you don’t want to cross; this will create a monthly repeating budget for you.