Our entire money management plan consists of dividing our income into 'buckets' and then automating the transfer of money around these money buckets.

Step 1

Setup account structure

Through your bank, create accounts (buckets) for each case (e.g. Savings, Outgoing, Incoming, Card Account, etc.)

Step 2

Add account details into the app

Add in the account details in the app to associate budget items with the account

Step 3

Create a Budget

Sit down and actually work out what the weekly / monthly costs of all your activities should be

Step 4

Report on Transfers

Use our transfers report to work out how much needs to be transferred into each bucket every month

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