Budgets & Goals

Budgets, Two Ways

Category budgets for detail people, Flex buckets for everyone else — how the two budgeting paradigms work, plus rollover, alerts, and the color tiers.

Goals and Funding

Create a savings goal, back it with a real account, and track honest progress — how goals work and how they connect to the rest of your financial picture.

Budget Rollover, Explained

Rollover lets unspent budget carry into next month — surplus-only or full-carry, with an optional cap. How each mode works, and when to choose which one.