1. Add first
Capture spending in seconds, then confirm details only when needed
Start in Add. Use quick manual fields for speed, or OCR when a receipt has mixed items.
Keep it as one entry or split line items, then set repeat and charge type so your forecast stays honest.
2. Plan next move
Read KPI snapshot, top risk, and trend before spending more
Plan gives balance, runway, and this-month spendable room first. Top Risk tells you what to handle now.
Alerts are prioritized by severity and each one links directly to the right follow-up screen.
3. Tune and clean
Use Setup for assumptions and Expenses for accuracy
When Plan shows pressure, adjust opening cash, income, FX, or category budgets in Setup and check impact immediately.
Then open filtered Expenses, verify entries, and remove bad rows so future warnings stay useful.