How to guides

Included cards get their own section. Ready to pay is leftover plus assigned plus funded spend, minus payments after the card was added.

Switch Preferred method to Zero-based, pick a period and start date, then choose which accounts feed the budget.

In this guide, we'll give you a full overview of how to migrate your accounts from classic connections in Akahu, to official open banking connections.

In this guide, we'll walk you through how to connect your partners' accounts with Akahu.

Here in this guide, we'll give you a full rundown on how to add and manage partners.

Here in this guide, we'll give you the full run-through on how to use the transaction rules feature.

Here in this guide, we'll walk you through how to split transactions.

Create income or expense categories, mark an expense as savings, and edit or delete them from Settings.

Forecasted expenses mostly come from your budgets. Savings-category amounts are not treated as spending in cashflow leftover.

Forecasted income mostly comes from your budgets. Add extra or one-off income in cashflow if it is not already in the budget.

Here in this guide, we'll walk you through how to remove a connected account.

Here in this guide we'll give you the full run-through on how to manage your plan & billing.

Here in this guide we'll give you a full run-through on how to make bulk category changes to your transactions.

Here in this guide we'll give you the full run-through on how to use the merchants feature.

Here in this guide we'll walk through every step to get your retirement planner set up.

Change an item's name, type, emoji, or linked accounts. Use Edit to update past months. You can also delete an item.

Add a liability with a name, amount owed, type, and emoji. Link a connected account so the amount stays up to date, or enter it yourself.

Add an asset with a name, value, type, and emoji. Link a connected account so the value stays up to date, or enter it yourself.

Change a goal's name, target, date, frequency, or linked accounts. You can also archive a goal or delete it.

Create a goal with a name, target amount, target date, and frequency. Link accounts so the balance updates automatically, or enter it yourself.

Create a one-off budget for irregular spending like a holiday. It stays out of your regular leftover and does not roll over.

Add an expense budget with Quick add or the full setup. Set the amount, optional rollover, and use a savings category for money you put away.

Add an income budget with Quick add or the full setup. Set the amount and optional rollover so you can track pay against what you expect.

Use Home as your starting point. On the phone you can add, remove, or reorder widgets. Spend widgets leave savings categories out.

In this guide, we'll walk you through how to connect your accounts with Akahu.

Verify your email, connect accounts, then set budgets. Use savings categories for regular set-asides and goals for dated targets.

Here we'll walk you through how to create a BudgetBuddie account.