SMS/TEXT COMMANDS

SERVICE

Command Action
help Get list of commands
info Guided help
chat Get secure chat link
tutorial Start/restart text message tutorial

BASIC

Command Action
50 groceries, $50 groceries Record an expense
50 groceries note: publix Record expense with notes
balance Check Safe-To-Budget/Spend
& Total Funds balances
balances See all Budget & Goal balances
groceries, vacation Check specific entity balance
50 income, $50 income deposit Record an income/deposit transaction
50 vacation, $50 vacation Contribute to a goal
cancel, c Start-over when in a flow
back, b Go back one step in flows

TRANSACTION MANAGEMENT

Command Action
edit transaction Edit recent transactions
refund Refund a recent transaction
recurring Make transaction recurring
delete Delete a transaction
restore Restore a transaction

TOOL MANAGEMENT

The tools are: Trackers, Budgets, Goals, Recurring Transactions

Command Action
budgets List all budgets
goals List all goals
trackers List all trackers
new budget Create a new budget
new goal Create a new goal
new tracker Create a new tracker
edit budget groceries Edit specific budget
edit goal vacation Edit specific goal
edit tracker dining Edit specific tracker

GUIDED FLOWS | ONE-WORD COMMANDS

When using a GUIDED FLOW, type one word and then follow the prompts.

Example: recurring or new.

Command Action
new Create transaction flow
recurring Convert transaction to recurring flow
refund Refund flow
tutorial Resume/restart tutorial
cancel, c Cancel flow/start over
back, b Go back one step

EASTER EGGS

Command Action
define [word] Look up word in dictionary