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Follow your Wealth Path

Money works in an order: a working budget, then debt, then an emergency fund, then investing. The Wealth Path shows where you are in that order and the next step.

  1. 1

    Open the Wealth Path

    Tap Wealth Path. You see your Current Stage, the Next unlock and the Unlock requirement. Stages show as Completed, Current or Locked.

    Open the Wealth Path
  2. 2

    Close a month to get your real stage

    Your stage comes only from closed months. Until then it says Close your first budget month to find your stage.

  3. 3

    Get personal steps with Premium

    Tap Generate Wealth Path to have the AI draft your next steps from your numbers. Review them, then Save generated path and Accept next step.

Tips

  • Wealth Journey shows the same progress month by month, with where your money goes.

Related guides

Record what you spent and close the month

Enter the Actual amount, mark each item done, and the month locks on its own.

Set your goals

Choose what you are working toward so your plan, your coach and your dashboard point the same way.

From the blog

The Financial Order of Operations: What to Do First

The financial order of operations tells you what to do with money first: budget, buffer, debt, emergency fund, then investing. See the steps and why they work.

How Much Nest Egg Do I Need to Retire? A Simple Guide

How much nest egg do I need to retire? Use the 25x rule, the 4% rule and nest egg targets by age to find your number, with a worked example you can copy.

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