Wealth Knowledge Base: How to Follow Your Next Best Actions

Your Next Best Actions

This section on your dashboard shows the 3 most impactful steps you can take right now to accelerate your wealth-building progress. It's personalized based on your current budget, goals, and habits — so you always know exactly what to do next.

How to Use Your Next Best Actions

Follow these quick recommendations to stay on track and build momentum fast.

1. View your top 3 actions — Look at the card titled "Your Next Best Actions" on the dashboard. Each one has a short description and why it matters (e.g., "Review last month's spending" or "Increase savings by $50").
2. Click any action — Select the one you want to tackle first. This takes you directly to the relevant spot in the app (like the budget editor, a learning article, or your goals page).
3. Complete the action — Follow the on-screen steps to finish it. Once done, the card automatically refreshes with your updated top recommendations.
4. Check back daily — New actions appear as you complete old ones or as your financial picture changes.

Keep Your Actions Relevant

Make sure your dashboard always suggests the best next moves.

1. Update your budget regularly — Log income and expenses consistently so the AI can give accurate, timely recommendations.
2. Review your goals — When your priorities shift, update them to keep actions aligned with what matters most to you. Next steps: Head to your dashboard now and click one of your Next Best Actions to make real progress today. Or see Momentum Builder: Stay Motivated Every Day for more ways to keep your daily streak going strong.