Help center
Guides that match how you actually get paid.
Short guides for paycheck budgeting, recurring setup, and sharing — written for real life, not accountants.
How bi-weekly pay works
Budget monthly categories (rent, utilities) separately from weekly ones (groceries). Each paycheck covers half of monthly bills plus one week of variable spending — so you never wonder if rent is “due” before payday.
- Set payroll as a bi-weekly recurring income with your next pay date.
- Mark rent and subscriptions as monthly recurring expenses.
- Use the dashboard safe-to-spend number before your next deposit.
Setting up recurring items
Recurring rules power bill reminders, paycheck projections, and your notification center.
- Go to Recurring and add income first (paycheck amount + bi-weekly cadence).
- Add bills with the correct cadence — monthly for rent, weekly for groceries.
- Set the next due date so alerts fire in the week before.
- Toggle items off anytime without deleting history.
Safe to spend
Money left to spend = what you can use before the next paycheck without missing planned bills or savings.
- Assign realistic amounts in Budgets for each category.
- Log transactions (or use natural language entry on Premium).
- Check the dashboard card — it updates as you spend.
Start from a template
Skip the blank spreadsheet — duplicate a public template and tweak numbers.
- Browse the template gallery (no login required).
- Pick Bi-Weekly Paycheck, Debt Snowball, or Household Shared.
- Sign in and tap Duplicate to pre-fill categories and recurring rules.
Household & sharing
Invite a partner with Editor or Viewer roles, or share a read-only budget link.
- Household: invite by email from the Household page — link expires in 7 days.
- Public link: Budgets → Copy shareable link for view-only snapshot.
- Reports: share a monthly report link or export PDF from Reports.