What’s there
The top bar has the same main sections as the app, and the budget switcher lets you move between budgets.
Settings are split into sections:
You can link a bank from the web too. Plaid opens in a pop-up window, so allow pop-ups if your browser asks. See Connect a bank.
Keyboard shortcuts
Press ? anywhere to see this list in the app. On Windows and Linux, use Ctrl in place of ⌘.Anywhere
Go to
Pressg, then a letter.
Transactions
Single-key shortcuts are paused while you’re typing in a field or have a dialog open, so they never get in the way.
The command menu
Press ⌘K to open a search box for everything. Type to find:- Pages and settings sections
- Buckets and transactions
- Actions like New bucket, New bill, Fund buckets, Connect a bank, Export transactions (CSV) and Join a budget with a code
- Your other budgets, to switch to one
- Color themes, and switching between dark and light
What stays on the iPhone
A few things need the iPhone app:- Plans. Subscriptions are bought and managed through the App Store. See Plans & billing.
- PIN and Face ID lock. See Security & privacy.
- Notifications and widgets. See Notifications & widgets.
- Setting up Apple Pay logging. The web can list and remove devices. See Apple Pay logging.