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A plan is what you keep to steer your money. None holds or moves money; each reads your books when you look.

Budgets

Will I stay under this?

Goals

Will I get there?

Watchlists

Which way is it going?

New Plan

Make a Plan on Home opens it. Start from what you want, and Recontrol works the answer out from your own numbers before anything is set: Or, under Or Set One Up Yourself, open a plan’s form directly. Growth and inflation are only ever what you type. On the web, New plan offers Budget, Goal and Watchlist; the wants start a new goal, and Spend Less is the budget form. An account’s screen also offers Set a Budget, Set a Goal and Add a Watchlist. On the web, Budgets, Goals and Watchlists each have a place in the sidebar. Each plan can alert the space. To ask about one, open Chat.