HELP CENTRE

Self-serve support

Knowledge base articles for every step of the wizard, plus a glossary of financial terminology you'll see in the app.

GETTING STARTED

Getting started

THE BUDGETING WIZARD

The budgeting wizard

Picking a strategy in the Debt Destroyer (Step 9)

Step 9 lets you choose Snowball or Avalanche. Both use the same monthly budget — only the order of attack differs.

3 min read·Read

Using the Safety Net step (Step 7)

The Safety Net step sets your emergency fund target and tells Payday Audit how much to allocate each income deposit.

3 min read·Read

Using Workplace Investment Matching (Step 8)

Step 8 helps you track workplace investing and employer match amounts that are already handled before your take-home income arrives.

3 min read·Read

Entering your pay details (Step 1)

Step 1 is the foundation of every calculation. Enter your net income, income frequency, and next income date so the rest of the wizard knows what it's working with.

2 min read·Read

Adding debts in Credit Shield (Step 2)

Step 2 is where you list every debt. The minimums you enter here flow straight into Debt Destroyer and the zero-sum counter.

3 min read·Read

Shelter & Utilities (Step 3)

Step 3 covers rent/mortgage and utilities. Toggle renter vs owner and choose per-deposit or monthly frequency for each line.

3 min read·Read

Transportation costs (Step 4)

Step 4 captures every way you move: car payment, insurance, fuel, transit, parking. The benchmark bar flags overspending.

2 min read·Read

Living expenses (Step 5)

Step 5 is the third survival budget sub-step. Groceries, dining, custom expenses, and the account buffer go here.

3 min read·Read

Account Sweep (Step 6)

Step 6 lets you pull existing cash sitting in checking into the zero-sum plan so every dollar gets a job.

2 min read·Read

Growth & Income (Step 10)

Step 10 is your investment plan. Split contributions between tax-advantaged and taxable accounts, set your retirement age and risk profile, and watch the Wealth Savings Rate panel respond.

3 min read·Read

Income Lab (Step 11)

Step 11 is for side-hustle income and discretionary spending. Enter gross hustle income, set a tax holdback, then plan guilt-free categories.

3 min read·Read

The Finish Line (Step 12)

Step 12 is where you close out the zero-sum. Hit Smart Allocate, drop remaining cash into goal pills, or nudge a category manually.

3 min read·Read

Reading the Budget Summary

The Summary screen is the review step at the end of the wizard. Check your 50/30/20 health bars, scan the allocation chart, toggle between monthly and per-deposit views, and export.

3 min read·Read
FEATURES & TOOLS

Features & tools

PLANS & BILLING

Plans & billing

TROUBLESHOOTING

Troubleshooting