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Now tap the account where you want to PUT the money
What do you want to do?
💳 My Balance
AccountBalance
📋 What Happened
🎯 My Savings Goals
⏰ How long to save up? →
New Goal
🎯 👟 🎮 ✈️ 🎸 💻 📱 🚲 🎁 🏠 🌴
💡 Learn About Your Money
Cash is money you have at home or in your wallet. Birthday money, gifts — that goes here.
Checking is your everyday bank account. You use your debit card to pay for things from it.
Savings is where you keep money safe for later. Moving money from Checking to Savings is a great habit!
Digital Wallet (PayPal, Venmo, etc.) is your online wallet. You can receive or pay for things online.
Tip: Use My Balances to see all your money at once. Tap ✏️ edit on any account to rename it or fix the amount.
⚙️ Manage
Reset Data

Permanent — cannot be undone. Each button will ask for confirmation before deleting anything.

Import from Money Planner

Pull in records from the full Money Planner — income → History, qualified expenses → History, savings goals → Goals. Already-imported records are skipped so you can run this more than once safely.

⚠️ Open Money Planner first to sign in, then come back here.