How to get set up for the first time
How to get set up for the first time
Once you've signed up, here's how to finish getting set up so you can use the rest of BudgetBuddie.
1. What happens once you sign up?
We'll send a welcome email with how to get the most out of BudgetBuddie. If you signed up on account.budgetbuddie.com, pick a plan, then download the app and log in. If you signed up in the app, you'll move straight into setup.
2. Verify your email
We'll send a 6-digit code to the email you used. Enter it to confirm it's you.
3. Promo code and financial priorities
Enter a promo code if you have one, or skip this step. Then rank your financial priorities so we know how we can add the most value.
4. Connect your accounts
Tap the bank, KiwiSaver, or share portfolio you want to connect. We'll show an overview of Akahu, then tap Connect my accounts and work through the Akahu flow.
When you're done, Akahu sends you back to BudgetBuddie with your live connections. Read How to connect an account for more detail.
5. What to do next
Tap Finish set up and we'll give you a tour. After that:
- Set budgets - this unlocks leftover, cashflow, and a lot of the dashboard. Read Budget feature overview
- Use a savings category - for a regular set-aside like KiwiSaver or an emergency fund. Read How savings categories work
- Use a goal - when you have a target date. Read Goals feature overview
- Add net worth - to track what you own and owe month by month. Read Net worth feature overview
For the signup overview, read Getting started overview.
You're all ready to go 🎉
Woohoo! You've successfully set up your BudgetBuddie account. If you run into any issues, feel free to get in touch with us at hello@budgetbuddie.co.nz