Wiki
Everything about Exp Planner, from the first five minutes to credit cards and the Apple Pay shortcut.
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2 articlesEvery day
4 articles- Overview and Safe to spendThe screen you start the day with. What Safe to spend means, how it's counted, and what Needs attention asks of you.
- TransactionsEvery purchase and payment in one list. Search and filter, edit, split a purchase, attach a receipt, link transfers, and export what you see.
- Quick add, the command bar and shortcutsWrite down a purchase in seconds, do sums in amount fields, repeat the last one, and get around with the keyboard.
- Import from your bankBring in a CSV or Excel statement from any bank. How to get the file, how column matching works, what the preview checks, and how to undo an import.
Planning
5 articles- BudgetPlan each category for the month, see spending against it as you go, roll leftovers over, and close the month with a short review.
- Bills and remindersRent, subscriptions, salary and anything else that repeats. Plan them once, mark them paid, let autopay record them, and get reminded before they're due.
- FundsSave up for the big, rare payments, a little every month, so they don't land on one month alone.
- TaxesA simple tax calculator. Describe each tax once, see what you owe and when, and find it in your budget and bills.
- InsightsTen views of where your money goes, from plan against actual to a forecast a year ahead and "Can I afford this?".
Phones and offline
3 articles- Android widgets and Google WalletThe Android app for testers. The home-screen widget, shortcuts on the icon, purchases from Google Wallet, sharing a statement into Import, and notifications.
- iPhone and the Apple Pay shortcutUse Exp Planner on an iPhone today from the Home Screen, and let a Shortcut write down every Apple Pay purchase.
- Offline and notificationsWhat works without a connection, how the app keeps itself fresh, and which reminders it can send you.
Account and privacy
3 articles- Settings and your accountWhere everything in Settings is, from your financial month and categories to rules, notifications, export and deleting your account.
- App lock and privacyLock the app with your fingerprint or face, keep amounts off your home screen, and know where your data is and how to take it with you.
- Accounts and credit cardsCards, cash, savings, credit cards, credit lines and overdrafts. What counts towards Safe to spend, how a card's statement becomes a bill, and keeping balances in step with your bank.