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