Help Center
Find the answer, then get back to planning.
Follow clear guidance for building a baseline, testing a change, reading the results, sharing scenarios, and managing your account.
Getting Started
4 articlesBuild a useful baseline and organize the household amounts that feed it.
Create a baseline
Build a reliable picture of your household's current or expected cash flow to use as the reference for future scenarios.
Read articleBills versus Living Costs
Learn when to track an expense as a scheduled Bill and when to use a broader monthly Living Cost estimate.
Read articleTake-home income
Choose practical income amounts for salaries, multiple earners, variable work, bonuses, and temporary income.
Read articleRecurrence calculations
Understand how weekly, biweekly, monthly, quarterly, annual, and one-time amounts appear in monthly projections.
Read articleScenarios
8 articlesReuse assumptions, preserve alternatives, and compare possible plans.
Duplicate and compare scenarios
Preserve an original plan, change a copied scenario, and interpret side-by-side projection results.
Read articleSharing scenarios
Learn how to securely collaborate on a scenario, choose access permissions, and manage invitations inside the application.
Read articleShare a scenario
Invite another account to view or edit one of your scenarios.
Read articleAccept or decline a shared scenario
Review an in-app scenario invitation and decide whether to accept or decline access.
Read articleViewer and editor access
Understand what viewers, editors, and scenario owners can do.
Read articleManage shared scenarios
Use the Shared page to review invitations, collaborations, roles, and access.
Read articleScenario sharing plans and limits
See which plans include scenario sharing and how shared-scenario limits are calculated.
Read articleMaster Library
Create reusable financial-item templates and understand how their independent scenario copies behave.
Read articleAccount and Billing
2 articlesUnderstand subscription management and permanent account deletion.
Methodology
1 articleSee how month-by-month projections are calculated and interpreted.
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