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

Go to the Finance page.

Step 2: Add transactions

Record income and expenses; add a note for context.

Step 3: Set budgets

Create budgets and link them to the goals they fund.

Step 4: Review your money story

Read the monthly AI summary of where your money went and what to change.