Build a Recording Habit
Recording is a way to inform future choices. Only by staying consistent can you see your patterns and create room to adjust and improve. The three methods below help you build the habit quickly.
Quick Categories: Pin your most-used categories
You can set your most-used categories as Quick Categories. They show up on the recording keyboard and in widgets so you can log faster.
Quick Category Widget: Best for instant logging
The fastest way to record is to log each purchase right away. The most convenient method is the Quick Category widget. We recommend placing it on your first home screen or the leftmost screen for one-tap access.
Tip: How to add a widget?
Calendar mode: Best for batch review
If you are not used to logging instantly, Calendar Mode may fit you better. At the end of a day or week, open the calendar to batch-add bills by date.
Calendar Mode also helps you check for missed bills and do a daily review.