Surplus Setup and Tracking
Build your monthly plan and see how you’re doing against it.
Surplus Setup
Start with a plan that reflects your everyday life.
Text guide · 3 min read
How to set up your surplus
Review your income, bills and everyday spending to build a monthly plan.
Performance tracking
Understand your progress as the month unfolds.
Visual guide · 4 min read
How to track your surplus performance
Read your Growth overview, compare your progress and review your allocation.