SETUP Up and running in minutes 01 Enter your current balance Type in your account balance right now. This is your starting point — the number everything builds from. 02 Add your income sources Set up your paycheck(s): base amount, payment cycle, and a reduced amount for short weeks or holidays. Add as many sources as you need. 03 Add your expenses Bills, subscriptions, annual insurance, loan payments — enter each one with its recurrence. For loans, just add the installment amount and how many remain. 04 Know your number Simple Financials calculates your real Safe to Spend amount — with daily, weekly, monthly, and yearly forecasts, all updated automatically.
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