Example
Where is my money going?
Make the month understandable before you decide what to change.
Your situation
A fictional situation: The month feels expensive, but you cannot see which changes would make a useful difference. Bring a list of costs or a statement. Remove account numbers and any other details you do not need to share.
How Ava can help
Review the information you provide and explore practical changes to your budget.
What stays together
Your spending notes, recurring costs, questions and the changes you decide to try.
Available today and limits
Available now in invite-only early access: Ava can help you review spending figures you provide and compare changes. Cards, Documents, Checklists, files and Card Chat keep the record together. This uses information you provide and does not connect to a bank, move money, cancel services or promise savings.
See the detailed walkthrough
A useful next step
Ava can help group expenses, spot items worth checking and compare a few adjustments against your priorities. A plan might be as simple as reviewing two subscriptions and setting aside a weekly grocery amount. Keep the decisions with the figures that informed them.
What stays with the work
Your spending notes, recurring costs, questions and the changes you decide to try.
Superboard is the Board view inside You.one. Give this situation a Card when you want to return to it. Keep the relevant conversation, documents, decisions and next steps together.
You stay in charge
This example uses information you provide. It does not connect to a bank, move money, cancel services or promise savings. Check amounts and seek qualified advice for consequential financial decisions.