So you are all setup with Weekly, and you have determined your Safe-to-Spend amount and started your first week.  Congrats!

On the main tracker page you will see your Safe-to-Spend amount, all there is do to now is to start adding in your day-to-day purchases.

There are two ways to add in your day-to-day purchases:

  1. Manually
  2. Downloading them from your bank or credit card.

Here’s how to do both.

Manually adding a transaction

To manually add a transaction to Weekly, hit the (+) button next to the Transactions heading.

Add Transaction Button - Weekly

This will bring up the where you add the transaction. Then enter the following:

  • Amount
  • Description
  • Date – It defaults to today but you can choose a date in the past and, if you want to schedule a transaction, a date in the future.

Note: You can also enter an income transaction by clicking “Income” at the top.

Automatically Downloading Transactions from Bank or Credit Cards

The first step to having Weekly download transactions for you is to connect your bank.  You can link new bank or credit card accounts by clicking on the left side top menu, then select Accounts, and then tap the plus (+) button on the top right corner.

Once your accounts are linked, Weekly will automatically download your transaction. For large institutions you should see a sync at least daily (often multiple times a day).  Other institutions syncs are more sporadic.

Once a transaction comes it, you get a notification on your tracker page at the top of the screen.

Click and review the transaction and you get to decide what it is and how to handle it.  Some transactions may be recurring items that are already factored into your Safe-to-Spend.  In that case you would label it as recurring a pick the matching recurring item.  It could also be a purchase you want to withdrawn from a fund, or it could come out of your Safe-to-Spend.

Your Tracker Page

Once you add in transactions, if they come out of your Safe-t0-Spend, you will see them on your Tracker page.  This is the main number to keep track of for keep your weekly finances in order.

Dashboard Transactions To Review

You can also see the balance of any funds by clicking the three lines at the top left and then hitting funds.

Conclusion

Getting your daily transactions into Weekly is an important habit to develop to keep you in track with your Safe-to-Spend.