Finance Overview — My Money

Income, expenses, daily spending room, budget used, and money you have tied to a goal.

Step 1: Open Finance

Finance is in the main navigation and opens on My Money.

Step 2: Read the headline numbers

Income, expenses, daily spending room and how much of your budget is used — all computed from the transactions you logged.

Step 3: See goal-linked money

“Money you’ve tied to a goal” shows spending and saving you connected to a specific goal, so progress is visible in money terms.

Step 4: Ask about a decision

“Ask about a money decision” opens your AI finance companion. The maths is deterministic — the AI explains the numbers, it never recomputes them.

Step 5: Log as you go

Use “Log a spend” for a quick entry without leaving the overview.

Open Finance Overview — My Money in the app (sign-in required).