Safe to Spend and Surplus Setup
Build your monthly plan, see what’s safe to spend and track how the month is going.
Visual guide · 9 min read
How to set up your surplus
Work through the planner, including tagging shared accounts, coverage and Shared Pool.
Visual guide · 4 min read
How to track your month with Safe to spend
Read the line, the rows behind it and the month-end forecast to see what's left to spend.
Visual guide · 2 min read
Use spending targets and levers
Set a spending cap and compare actual spending with its monthly target and pace.
Visual guide · 3 min read
Review bills
Check bills due, fix a bill's frequency or type and stop or restart a bill.
Visual guide · 4 min read
Review inflows and outflows
Answer the payments Surplus asks about so income, savings and spending count correctly.