💼 Building Family Wealth

Invite Your Family

Share your link — anyone who signs up through it is tracked as someone you brought in.

Money coming in each month from all your sources.

Fixed expenses like rent, utilities, subscriptions, and phone — not credit cards.

What you still owe across all your cards — and the minimum you must pay this month to stay current.

Income minus ALL expenses (bills + credit card minimums).

Monthly Money Flow

A side-by-side look at your income, regular bills, and credit card minimums each month.

What If You Saved a Set Amount Every Check?

Pick how much you want to set aside from each paycheck — we'll show what that means as a percentage and where it puts you in a year.

Goals Progress

How far you are toward each savings goal.

Income Sources

Jump To

💰 Income Overview

Your Income Sources

+ Add Income Source

💡 Pay Bills Directly From Here

When you add a bill, you can paste in the link to your biller's payment page — like your electricity provider or credit card site. Then tap Pay → to go straight there and come back once it's done. No more hunting for the right website every month.

This Month's Bills

Credit Cards — Suggested Payoff Order

💳 Your Credit Cards

Pulled directly from your Bills & Cards tab. Add a credit card there to see it here.

🤖 Debt Payoff Advisor

Tell us your goal and we'll build a month-by-month payoff plan using the avalanche method — highest interest first — so you pay the least interest possible.

Fill in either one — the advisor will calculate the other automatically.

📋 Get Your Credit Report

Checking your own report does not hurt your credit score. We recommend doing this at least once a year to catch errors and see where you stand.

Notifications & Settings

Due Soon (your local time)

📅 Sync Bills to Your Calendar

Never miss a due date — subscribe to a live calendar feed that puts every bill on your Google or Apple Calendar automatically. It updates whenever your bills change.

Step 3: See What Your Money Could Become

Start a Savings Goal

Active Goals

2025 Federal Refund Estimator

📋 What You'll Need for Your Tax Return

Gather these before filing. The IRS and your preparer will ask for all of them.

• W-2 forms from every employer you worked for this year
• 1099 forms (freelance, interest, dividends, retirement distributions)
• Social Security numbers for yourself, spouse, and any dependents
• Last year's tax return (for AGI if filing electronically)
• Bank account & routing number for direct deposit of refund
• Records of deductible expenses (medical, charitable donations, mortgage interest)
• Form 1098 if you paid mortgage interest
• Childcare provider name, address, and Tax ID (EIN or SSN)
• Student loan interest statements (Form 1098-E)
• Health insurance 1095-A if you used the Marketplace

Where the money's going