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Money · the Money tab

Know where the month went, before it ends.

Budgets by category, expenses logged in seconds, and a Month in Review with 7 rule-based insights. Then close the month and move on.

  • Insight rules7
  • Savings rate31%example
  • Largest overspendEating outexample
Month in Review screen

What is inside

Three things Money does, on real screens.

Money screen

Budgets and Daily expenses are in Free. Month in Review is part of Plus, which is on us during the beta.

See it move

What it feels like, in motion.

A real flow replayed with example figures. Nothing here is an app screen; the screens above are the real ones.

In design

Money, redrawn around what needs a look.

The next Money tab leads with in, out and left, then every budget with its limit, and a month in review that keeps a four-month trend in view.

  • Every category shows its limit or says "no limit"
  • Month in review adds a trend and one insight
  • Everything else is grouped by what it protects

Design preview from the redesign in progress. Layout and copy can change before it ships; figures are examples.

  • Design preview: Money: in, out and left, then every budget
    Design preview

    Money: in, out and left, then every budget

  • Design preview: Month in review with a four-month trend
    Design preview

    Month in review with a four-month trend

  • Design preview: Everything else, grouped by what it protects
    Design preview

    Everything else, grouped by what it protects

Where it fits

Built for stage 2, useful from stage 1.

Budgets set for every category and a first month closed are the milestones that unlock stage 3, Growing.

  1. First Job
  2. Getting Stable
  3. Growing
  4. Building Wealth
  5. Big Commitments

Questions

About Money.

How fast is logging an expense?

Amount, a category button, save. Notes, bills with a due date, tips and receipts are optional extras on the same form.

What does Month in Review actually catch?

7 rule-based insights: total versus budget, the largest overspend, the best-controlled category, your savings rate, chronic overspend across months, money moved to passive assets, and mid-month pace.

Do bills create reminders?

Yes. Mark an expense as a bill with a provider and due date and a reminder is raised for it.

Your money, growing up.
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