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 at the bottom of the screen.

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.

Automatically Downloading Transactions from Bank or Credit Cards

In addition manually adding transactions, you can have transactions automatically downloaded from your bank.  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 tapping “Money” in the bottom navigation bar and then the “Accounts” tab.

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.

Tap purple bar at top to review them.  Many of the transaction will come out of your Safe-to-Spend but some transactions may be recurring items that are already factored into your budget.  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  It could also be a purchase you want to withdrawn from a Fund.  You get to choose how the transaction is treated.

Your Tracker Page

Once you add in transactions, if they come out of your Safe-to-Spend, you will see them on your Tracker page.  You tap on the category to see a list of transactions in that category.

Your Safe-to-Spend number in the middle of the dashboard, is the main number to keep track of for keep your weekly finances in order.

Conclusion

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