Help center
Pick a task. Each guide is a few steps.
Add an account and its balance
Add a checking account, a home or a mortgage, with today's balance.
Add an investment account and its holdings
Add an investment account by hand, then each holding at the price you paid.
Set your yearly income and monthly burn rate
Two figures that give your net savings and savings rate.
Mark your safety net and set its level
Mark the cash you keep for emergencies, and set its level.
Set your target asset allocation
Choose the mix you want across asset classes, and see each one's drift.
Confirm your monthly snapshot
Check last month's balances once and lock the month into your history.
Record a transfer between your accounts
Track money you send between your own accounts, from planned to cleared.
Connect your brokerage
Bring in a brokerage's positions, cash and balances, read-only.
Connect your AI
Steps to connect it, and what it can see and change.