⠿ Drag accounts or chips on the Transactions page to reorder
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Connect Chase, Wells Fargo, Amex, and 12,000+ institutions via Plaid
Data
🔄
Sync all accounts
Pull latest transactions from all connected banks
›
📥
Export Transactions
CSV
›
Delivery
📲
Push Notifications
Not enabled
✉️
Email Notifications
Daily digest when you have updates
💬
Text (SMS) Notifications
Time-sensitive alerts only
🕗
Daily Digest
All updates batched into one daily summary at 8 AM
Notify me about
🔔
Large Purchases
Immediate alert when a transaction exceeds
$
💸
Deposits
⚠️
Envelope Over Budget
📅
Bill Reminders
📝
Note Reminders
Immediate alert on the reminder date
📊
Weekly Summary
AI-generated spending recap every Sunday
Appearance
🌙
Dark Mode
Auto-categorization
When a transaction matches a keyword, it's automatically assigned to that envelope.
+ Add rule
Budget Preferences
📅
Default period start day
1st of each month
Override any individual month's start date below.
If you changed a period's start date after transactions were already imported, tap below to reassign them to the correct period.
Ignore transactions before
Transactions before this date are hidden from filters and counts.
Payees
🔍
Security
🔐
Two-Factor Authentication
● Off
›
🔒
Lock on background
Require Face ID / Touch ID / Windows Hello after 5 min of inactivity
Account
👤
—
Signed in
⚠️ Danger Zone
Nuclear Reset
Zeroes envelope balances, funded amounts, and budget totals starting on a chosen date.
Transactions, accounts, and the envelope template are preserved.
Periods before the reset date keep their original numbers (history view).
App Overview
Invite Codes
Generate single-use codes for new users to register.
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Delegate Access
Grant users access to generate invite codes.
🔐
Dime Dance
Authenticate to continue
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📱 Install Dime Dance for offline access
Envelope
📦
–
$–
Spent ▾
$–
Funded
$–
Left
0% used↩ rollover on
This month's funding
(actual cash allocated)
$
Move funds to another envelope
Transfer funds
Move unspent budget to another envelope
Amount to transfer
$
Transfer to
Add Transaction
📷 Reading receipt…
📷 Receipt attached — will be saved with transaction
💸 Expense
💰 Income
Amount
Merchant / Description
Account
Envelope
🔍
Date
Status
✅ Cleared
⏳ Pending
Memo (optional)
New Envelope
Name
Category
Funding Account (which account covers this envelope)
Monthly Budget
Icon
🍕🚗✈️💪🎮👗🐾📚🎁💄🥦☕🏥🎭🛍️
Roll unspent balance forward
⚡ Auto-set allocation
Budget auto-updates to match recurring transactions assigned to this envelope
New Goal
Goal Name
Target Amount
Monthly Contribution
Target Date
New Recurring Transaction
📅 Bill / Expense
💰 Income / Deposit
Name
Budget Category
Amount
Day of Month
Envelope
🔍
Note (optional — helps tell apart similar transactions)
⚡ AutoPay
Paid automatically — no action needed each month
Enable 2FA
After signing in, we'll send a code to your phone.
Tip: Use your mobile number. Must be able to receive SMS.
Phone number
Enter the 6-digit code sent to
✅
Your account is now protected.
Disable 2FA?
⚠️
Anyone with your password will be able to sign in without a code.
Nuclear Reset
☢️
All envelope balances, funded amounts, and budget totals will reset to $0
starting —.
Transactions, accounts, and the envelope template stay intact.
Past periods keep their original numbers.
Type RESET to confirm:
Invite your partner
Share this code with your partner. They enter it in Settings → Join a shared budget.
------
📋 Tap to copy · Expires in 48 hours
Join a shared budget
Enter the 6-character code from your partner.
Transaction
💳
$0.00
⏳ This transaction was imported from your bank and needs approval.
⚠️ Possible duplicate — manually entered
Match to a manual entry
Merging keeps the bank's date & amount. Your envelope, notes, and budget links transfer over. The manual entry is removed.
Envelope—
Notes
🗑 Delete transaction
Receipt
Edit transaction
New Note
💳—✕
Tags
Reminder date
Visibility
Link to…
Note
Add update
Budget Audit
Checking transactions for this period…
All
⚠️ Unassigned
⏳ Pending
Assign envelope
Choose an envelope for this transaction
🔍
Auto-assign rule
When a transaction name contains this keyword, automatically assign it to the chosen envelope.
Keyword (case-insensitive)
Assign to envelope
Edit Envelope
Name
Category
Funding Account
Monthly Budget
Roll unspent balance forward
⚡ Auto-set allocation
Budget auto-updates to match recurring transactions assigned to this envelope
Budget is automatically set to the sum of all recurring transactions assigned to this envelope.
📌 Show on Home
Pin to dashboard
Edit Recurring Transaction
📅 Bill / Expense
💰 Income / Deposit
Name
Budget Category
Amount
Day of Month
Envelope
🔍
Note (optional)
⚡ AutoPay
Paid automatically — no action needed each month
Stops this recurring transaction going forward. Past payment records are preserved.
Edit Goal
Goal Name
Target Amount
Monthly Contribution
Target Date
Add funds
Amount to add
Split transaction
Divide this transaction across multiple envelopes
Set period start date
Choose which budget period and the exact date it starts. Use this for months where your pay date shifts.
Budget period (month)
This period starts on
New Budget Category
Group envelopes and bills under a named category (e.g. "Auto", "Home", "Subscriptions")
