Documentation

Up and running
in minutes.

Connect your paycheck and create your first allocation rules — no spreadsheets, no jargon, no stress.

Typical setup time: 2 minutes
Quick start

Four steps to
financial autopilot.

01

Create your account

Free · No card required

Sign up with your email and verify it. Takes about 30 seconds.

02

Connect your deposits

Bank-grade OAuth

Securely link your payroll account or primary checking via Plaid. Your credentials never touch our servers.

03

Add allocation rules

Rules apply to next deposit

Start simple — 50% bills, 30% savings, 20% fun — then refine as you go. Rules support fixed amounts, percentages, and caps.

04

Sit back and get notified

Real-time alerts

Every deposit triggers your rules automatically. We send plain-language notifications when allocations complete.

Pro tips

Things that make
a real difference.

Prioritize bills first

Order your rules so fixed expenses (rent, utilities) are fully covered before percentage-based splits run.

Use caps for goals

Set a cap like "Emergency fund up to $5,000" — once the target is hit, extra funds flow to the next rule automatically.

⌠⌡

Pause without deleting

Expecting a big paycheck or unusual month? Pause individual rules — they resume with the very next deposit.

Ready to start?

Your first paycheck
is already waiting.

Get started — it's free