If you're new to Firstly and wondering where to get started, here is an overview of the basic and most useful functions.

Budgets: Head to the Home tab to review your household budget on a streamlined and easy-to-understand interface. Tap on the budget card to edit budgeted amounts and create custom subcategories in your budget.

Bills: You'll see a card with recurring bills we automatically identified for you in the Home tab. To add a new bill, go to the Transactions tab, select the transaction you'd like to set as a bill and select Change recurring status.

Transactions: Review your latest transactions in the transactions tab. You can easily update the spending category, add a comment, and assign a transaction to a person.

Goals: We make it simple to save with your family member for anything from college expenses to a new home. Create your goal and choose a simple savings rule like the percentage of your income or a set amount each week you would like to put away.

Net worth: Head to the balances tab to see your net worth and review your shared and private account balances in one place.

Add a family member, or don't: You have the option of managing your household finances on your own or with someone else. You decide which accounts you want to share: checking and savings accounts, credit cards, investment accounts, mortgages and car loans, and more.

Most popular features:

  • Save for anything from a vacation to a new car, to a home. Just tell us what you're saving for, choose a savings rule, and we'll do the rest. Both of you can contribute and track your progress.

  • Automate your savings so you can save more, faster. All funds held within Firstly Goals [LINK TO GOALS FAQs] are FDIC-insured up to a balance of $250,000. Withdraw your money at any time, quickly, and with no fees.

  • Automatically sync your individual and household accounts to the app – bank accounts, credit cards, loans, investments. In affiliation with Plaid, the Firstly app supports over 10,000 U.S. financial institutions.

  • Based on your previous spending, Firstly automatically suggests a household budget. Easily edit your budget and track your spending against it.

  • Create custom budget categories to track your spending how you want.

  • Split transactions to assign multiple categories.

  • View searchable, categorized transactions across all of your accounts. Add comments and reactions to specific transactions to stay in sync with your family member.

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