The weekly check-in
The shared look at the week: scorecard, checklist, a note, and Mark as reviewed.
Where to find it
Sidebar: Review. The page title is Weekly review (or Monthly review if you switch). The dashboard shows a Weekly check-in card when this week’s review is ready. On a phone, Review is under More.
Once a week, open the same page and look together. Review defaults to the last complete week.
- Open Review. Stay on Week unless you mean to do the month.
- Read the scorecard: money in, spending, net cashflow, and how many budgets are on track. The checklist underneath is ticked from the data: bank data through the end of the week, everything categorised, budgets on track, and whether you spent less than you earned. Those ticks are not buttons.
- Look at bills due next week, the top places, and the biggest spends.
- Write a note if you want, press Save note, and press Mark as reviewed. The button then reads Reviewed.
Both of you have your own mark. If your partner has already looked, the page says so, and it stays open until you have too. The dashboard card says the same thing and stays until you have marked it.
Use the arrows to move to another week. A future week says it has not started yet.
What this does not do
Mark as reviewed does not move money, pay a bill, or change a budget. It records that this person has looked.
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.