Guides

Guides for running a family budget month to month.

Step-by-step guidance for setting up records and using the dashboard to make better household decisions.

Invite your household

Use the invite code and roles to add the right family members.

Create recurring records

Add salary and regular bills once, then review them each month.

Track deductions

Record bills, expenses, and debt payments to keep balances accurate.

Review reports

Use charts and exports to understand patterns over time.

Monthly habit

At the start of each month, confirm recurring records, enter one-time income, mark paid bills, and review projected balance.

Ready when you are

Bring your household finances into one secure workspace.

Create household