Paycheck Planner

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.

  1. Set payroll as a bi-weekly recurring income with your next pay date.
  2. Mark rent and subscriptions as monthly recurring expenses.
  3. 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.

  1. Go to Recurring and add income first (paycheck amount + bi-weekly cadence).
  2. Add bills with the correct cadence — monthly for rent, weekly for groceries.
  3. Set the next due date so alerts fire in the week before.
  4. 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.

  1. Assign realistic amounts in Budgets for each category.
  2. Log transactions (or use natural language entry on Premium).
  3. Check the dashboard card — it updates as you spend.

Start from a template

Skip the blank spreadsheet — duplicate a public template and tweak numbers.

  1. Browse the template gallery (no login required).
  2. Pick Bi-Weekly Paycheck, Debt Snowball, or Household Shared.
  3. 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.

  1. Household: invite by email from the Household page — link expires in 7 days.
  2. Public link: Budgets → Copy shareable link for view-only snapshot.
  3. Reports: share a monthly report link or export PDF from Reports.