Step‑by‑step onboarding
Getting started takes minutes. Add your income sources and fixed bills, then choose up to three goals to fund: a safety buffer, a medium‑term target, and a long‑term portfolio. The system proposes a schedule that respects essentials first. You can edit timing, add rules for round‑ups, and preview your timeline. Weekly reviews summarize what changed and suggest small, practical next steps. If life shifts, update your priorities and the plan adapts immediately.
1) Set essentials
Enter pay cycles and bills so necessities are always protected.
2) Choose goals
Define buffers and targets with clear timelines and amounts.
3) Automate flows
Schedule deposits, round‑ups, and surplus sweeps to your stacks.
4) Review weekly
See wins and next steps so you keep moving without overwhelm.