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Budgets and Plan

Set a budget, read the Plan screen, track goals and recurring bills.

Set a budgetTap Plan, tap the Budget card, tap the green +, pick a category, type a monthly amount and tap Save Budget.Read the Plan screenPlan puts three things for the current month on one screen: how much of your budget you have used, your savings goals, and your recurring bills. Tap See all on any card to open the full screen.Track a savings goalTap Plan, tap See all on the Goals card, tap the green +, name the goal, set a target, and update the saved amount whenever you add money. Goals are shared with your whole household.Recurring bills and subscriptionsShayr finds bills and subscriptions by looking for charges that repeat on a schedule. Tap Plan, then See all on the Recurring Bills card, to see what is due and to confirm or dismiss anything it got wrong.Cash flow forecastTap the Cash Flow Forecast card on Home to see your checking and savings balance projected day by day, with bills and paychecks marked. The forecast looks 30 days ahead on the trial and Bussin, 90 on GOAT.