Guides

How Wuxby works

Wuxby is a forecasting tool, not a budgeting app — here’s the fastest path to your first forecast.

Ask Wuxby anything

Ask questions and make changes in plain English, from anywhere in the app.

The Dashboard

Your financial snapshot at a glance, the moment your accounts are in.

Accounts

Add the things you own and owe — the foundation everything else builds on.

Linking your bank (SimpleFIN)

Connect your bank through SimpleFIN Bridge and keep balances — and optionally transactions — up to date automatically.

Transactions

Record one-off income, expenses, and transfers between accounts.

Recurring

Set up recurring paychecks, bills, and transfers — the engine that powers the forecast.

Envelopes

Earmark part of an account for groceries, utilities, or a trip — spending in matching categories draws it down automatically.

Forecast

Project your balances from 30 days to 30 years out, and catch problems early.

Scenarios

Test what-ifs side by side without ever touching your real data.

Goals

Track savings goals and let Wuxby forecast when you’ll reach them.

Debt payoff

Build an avalanche or snowball plan and see exactly how much interest you save.

Insights

At-a-glance metrics about your financial health, distilled from the forecast.

Settings & your data

Manage your profile and security, and reset your data when you want a clean slate.