Checking, savings, and more

Accounts

Use nicknames only, never account numbers. Accounts help show what to keep available and what may be safe to move to savings.

Your accounts

Give each account a short name you will recognize.

Show protected funds

Main account balance $0.00Used to estimate what may be safe to move

Included balance $0.00Leaves out protected funds

All included balances $0.00Includes protected funds unless they are hidden from calculations

Keep available $0.00Next month's bills, unpaid card balances, buffer zones, and extra cushion