Card Sorting Exercise
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You've been going out to get coffee quite often these past months and you want to find out how much you spent on coffee so far.
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Check your credit card company's grace period and deadlines to make sure you pay your loans on time.
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Set short and long-term goals.
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You've managed to cut back buying lunch everyday and would like to see the effect it had on your finances.
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Turn the gamification feature on as it seems like it'd help motivate you to save more.
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Prioritize several goals you want to tackle.
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Compare your purchases of the past week using the calendar tool.
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Start writing down a set amount of money you can spend on movies.
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Select the conservative budget tier that the app is suggesting
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See how much more you're allowed to spend this month without exceeding your allowance.
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Are you spending a reasonable percentage of your income?
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Analyze your annual spending and saving patterns.
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How much did you on fitness/food/education in September 2018?
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Oversee all of my bank accounts (BOA, Chase, and Fidelity) How much in total do I have?
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Get your credit score.
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You just got paid from a freelance job and want to find out what that brought your income up to.
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When is your next pay day?
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You need to see all of your recurring expenses so you can cancel any you wish to discontinue.
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You're looking for a new credit card to open. Which card suits you the best?
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You would like to know if there is a better way to save by learning about investing.
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You had to Lyft to work often this past May. How much did you spend on Lyft this whole year?
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You want to link a new account that you just opened.
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Plan how much you need to deposit each month to achieve buying a $500k house in 20years.
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You noticed the app categorized some transactions wrong and you want to correct them.
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Change your password as it's been a while.
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Delete one of your linked bank accounts.
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You don't want to allow the app to send you notifications.
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The app keeps crashing every time you open it. Report the issue to the app's help team.
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Read the app's privacy policy.
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Update your email address.
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