Hi Jared and Lexi
Money to move
What you own, by type
Goals
Accounts
Accounts linked to a bank update on their own every day. Chase and Wells Fargo accounts that aren't linked go on the weekly check-in. The rest get a quick update once a month.
Bank connections
| Account | Owner | Where | Updates | Balance |
|---|
Income
| Who | Source | Per paycheck | How often | Per month |
|---|
Budget
No purchases yet. Download a CSV of transactions from Chase or Wells Fargo and upload it at the bottom of this page.
| Category | Planned | Spent so far | On pace for | 3-mo avg | Status |
|---|
Tap a category to see where the money went. Planned amounts come from bills marked "Budgeted".
Where it went this month
| Date | Merchant | Category | Account | Amount |
|---|
Upload bank transactions
On the Chase or Wells Fargo website, download account activity as a CSV. Pick the account, then choose the file. Uploading the same file twice is fine; repeats are skipped.
Category rules
If a purchase description contains the word on the left, it goes in that category. "Ignore" is for transfers and payments that aren't spending.
Bills and who pays
| Bill | Amount | How often | Paid from | Jared /mo | Lexi /mo | Notes |
|---|
Joint bills come out of a joint account, so nobody owes anybody. When one of you pays a bill and the other has a share, add it to Money to move.
Money to move
Money one of you owes the other, the joint account, or a savings account. Monthly items come back for next month when you mark them done.
Add one
Done
Goals
Savings goals and debt payoff in one place.
Saving toward
Paying off
Debts come from your Accounts tab. Add a loan there and it shows up here.
What if you paid extra?
Health coverage
Costs and balances come from your bills and accounts.