Start here
The first evening with Jarful: name the household, import a CSV, set budgets, and know where the weekly check-in lives.
Where to find it
Get started is the top item in the sidebar, and it stays there only until setup is done. After that, the same screens are under Settings, Import, and Budgets. On a phone, open More to find Get started while it is still there.
A new household can set Jarful up without writing to support. The in-app page is titled Welcome to Jarful, and the menu calls it Get started. It lists four jobs. The first three are the ones that count; inviting a partner is optional.
- Name your household. Type a household name and, if you want, your first name, then press Save. Only the household owner can rename the household. Everyone can set their own first name.
- Import a bank statement. Press Import a CSV. Export a CSV from internet banking and drop it on Import. The page says it recognises Westpac, ANZ, ASB, BNZ and Kiwibank exports, and that you can map the columns of any other bank’s CSV. Import a CSV has the steps.
- Set your budgets. The household starts with common New Zealand categories and no amounts. Press Open budgets, put an amount on the lines you care about, then come back and press I’ve set them. That button becomes Done once it is recorded. Every amount can be changed later. Budgets is the full picture.
- Invite your partner (optional). The owner types their email and presses Send invite. They get an email and see the same household. If you are not the owner, this card says only the owner can invite people from Get started. A full member can still invite someone later from Settings. See Invite your partner.
Along the bottom of the page: Finish, once three of the four are done, or Skip for now. You can come back from the menu any time until the required steps are done or you dismiss the page. After that, Get started leaves the menu.
The rhythm after setup is the one on the Jarful home page: bring transactions in, fill the budget jars, and check in once a week. Own-money jars are a later, separate thing under Budgets. They are not this step.
During a trial the page also says how many days are left, and that no card is needed yet. Choosing a plan is under Settings → Plan & billing. Prices and any current offer are on Pricing.
What this does not do
Get started does not connect a bank for every household. Import a CSV from your bank today. Live, read-only bank feeds through Akahu are switching on for all households shortly. If your screen offers a bank connection, read Bank feeds before you use it.
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.