Think it through on a Planning Board

Some decisions need room to think. A Planning Board is a canvas for notes, to-dos, tables and live cards from your budget. When you decide, you make the change in your Budget.

1. 1

   Create a board

   Open Planning Board and tap New Planning Board. Name it and tap Create board, or Start Blank.

   

2. 2

   Start from a template

   Open Templates and choose one, such as Debt Payoff Plan, Savings Sprint or Home Purchase Plan, then Add Template.

   

3. 3

   Add cards

   Drag Notes, To-dos, Tables and Links onto the board. The HW Cards, like Budget, Vault and Progress, show your real numbers.

4. 4

   Share or export it

   Use Share board to give someone view or edit access. Download PNG and Print / PDF work on every plan; SVG and a JSON backup are Premium.