A preview — nothing here is live

What setup actually looks like

The real thing takes about twenty focused minutes and happens right after you sign up. Here’s every step, so nothing surprises you.

1

Add your accounts

Checking, savings, FSA — whatever you actually use, with today’s real balances. This is the starting line the whole forecast is built from.

No bank connection, no credentials. You type the numbers you see in your banking app.

Your Accounts
Primary · Checking $1,240.00
Savings · Savings $2,415.00
+ Add another account
Continue
2

Pick your primary account

The account your day-to-day money moves through. The Command Center’s weekly forecast strip tracks this one by default.

You can change it any time later from the Cash Flow page — just tap the star.

Choose a Primary Account
Primary PRIMARY$1,240.00
Savings $2,415.00
Continue
3

Enter your income

Every paycheck, on its real schedule — weekly, bi-weekly, twice a month, or monthly. Paydays that land on weekends are automatically forecast on the prior Friday, the way payroll actually deposits.

Paycheck changes every time? Mark it variable and the paycheck estimator asks about your last couple of checks — net take-home and hours — to work out your take-home rate. Forecasts then show a realistic estimate instead of a question mark.

Recurring Income
Paycheck — Dan
Variable amount (changes each paycheck)
Paycheck Estimator
Last couple of checks: net take-home + hours worked
$1,180.00
62 hrs
Your net rate: $19.03/hr · Estimated paycheck: ~$1,180.00
Every other Friday · Primary
Add Income
4

Enter your bills

Rent, car loan, utilities, subscriptions — each with its amount, schedule, and the account it pays from. This is the longest step, and it’s the whole ballgame: the forecast is only as honest as this list.

Bills can be variable too, and debts can carry a balance and interest rate so the Debt page can plan payoffs.

Bills
Rent · Monthly on the 1st $950.00
Car Loan · Monthly on the 5th $417.00
Electric · Monthly on the 5th Varies
+ Add another bill
Continue
5

Get your forecast

That’s it. The Command Center fills in immediately: every day ahead stamped with its start-of-day and end-of-day Estimated Forecasted Balance, up to four weeks out.

From here it’s a minute or two a day — mark things paid, log the occasional one-off, and always know what Thursday looks like.

EndsMeat
You’re all set!

Your forecast is ready.

Go to Command Center →

Twenty minutes. Then you always know.

The real wizard walks you through all of this, one step at a time.