Where to find it
Sidebar: Review. Tabs: Review, What changed, Pay cycle. On a phone, Review is under More.
The weekly check-in lives here. The same page also does a month.
- Open Review.
- Press Week or Month. The arrows move one period at a time. The month view adds money in, fixed bills and debt against day-to-day spending, and a short debts summary.
- Use the checklist and Mark as reviewed the way the weekly check-in describes. The month uses the same buttons.
- Open What changed for the cards about this period, and Pay cycle for the payday the fortnight lines up on.
Notes & decisions is a note for the two of you. Save note keeps it. It is not sent to a bank.
What this does not do
Review does not recategorise transactions for you and does not change next week’s budget unless you go and edit Budgets yourself.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.