ConceptOpen in the app →
The More page
The sidebar holds five destinations — Home, Accounts, Shoebox, Taxes and More — so it stays short enough to read at a glance.
Everything else lives on the More page, grouped by what you are trying to do, with a sentence under each entry saying what it is for. Nothing was removed when the sidebar was shortened: every page still has its own address, still works, and can still be bookmarked or sent to someone.
Some sections on More appear only when they apply. The business tools show once you have a business (before that you see Start a Business instead), and Household and Business also promote themselves into the sidebar once you have one, so the things you actually use rise to the top over time.
How to
Find a page that is not in the sidebar
- Open More from the bottom of the sidebar.
- Scan the section headings: Your money, Planning, Your household, Business (or Start a business if you have none), Tax & records, Community, Your account.
- Each entry has a one-line description; click through to the page.
- Bookmark it if you use it often. Every page has its own URL and always will.
Share money with a partner or family member
- Open More and find the Your household section.
- Open Household and create one, then invite by email.
- Choose account by account what they can see — nothing is shared until you switch it on.
- Your taxes and your net worth are never shared, only the accounts you pick.
- Once a household exists, Household appears in the sidebar directly.
Reference
- Section: Your money
- Transactions, Insights, Catch-Up, Liabilities, Investments, and Expenses: the detail behind the numbers on Home.
- Section: Planning
- Budget & Forecast, Envelope Budget, Bills & Cash Flow, and Goals.
- Section: Your household
- Household, highlighted on the page. Nothing is shared until you say so.
- Section: Business
- Shown only when you have a business: Businesses, Invoices, Move Money, Accounting, Balance Sheet, Contractors & 1099s, and Compliance.
- Section: Start a business
- Shown instead of Business when you have no business. Its Start a Business entry opens a checklist for your state and county.
- Section: Tax & records
- By Year, Reports, and Audit Trail.
- Section: Community
- Marketplace and Events.
- Section: Your account
- Profile, Settings, and Notifications.