Track your money and budgets

Log transactions and budgets, tie them to goals, and get a plain-language AI story of your month.

Step 1: Open Finance → Transactions

Go to Finance in the main navigation and select the Transactions tab. (Finance opens on My Money, the overview.)

Step 2: Add a transaction

Use “New Transaction” — or “Log a spend” from the My Money overview if you just want a quick entry.

Step 3: Record the details

Set whether it is income or an expense, the amount, the category and the date. The note field is worth filling in; it is what makes a line item make sense a month later.

Step 4: Tie it to a goal (optional)

“Link to a goal” connects the money to something you are saving for, so progress is visible in money terms.

Step 5: Set budgets

The Budget tab holds a monthly limit per category, with the reason you set it.

Step 6: Ask about a decision

“Ask about a money decision” on My Money opens your finance companion. The maths is computed from your transactions — the AI explains the numbers, it never invents them.

Open Track your money and budgets in the app (sign-in required).