Tips & Tricks for Getting Oriented
Last updated: August 13, 2026
Use these controls to browse and edit your canvas.
Start in View mode
Scroll through the stack and tap accounts to review balances and recent transactions. Switch to Build mode when you want to make changes.
The everyday controls
| Action | What it does |
|---|---|
| Swipe up or down | Scroll through the canvas |
| Tap a card | Open its detail sheet |
| Switch to Build | Show creation, undo, and section-order controls |
| Hold and drag a section handle | Move that whole section up or down |
| Tap + | Add something to the canvas |
View mode and Build mode
The toggle at the bottom-center switches between View and Build. Both modes show the same vertically scrolling stack in the same order. View removes editing controls; Build reveals the handles used to reorder whole sections, plus + and undo.
Add items in Build mode
Switch to Build, then tap + to connect an account, create a group or goal, build a calculation, or add an available financial section. New items appear in the section for that type.
Use focused edit screens for organization
To organize accounts or portions, open a group and use Edit Group. To change what counts toward a goal, open the goal, tap its menu, and useEdit Goal. These screens make each relationship clear.
Send feedback when something's off
In Build mode, tap + and choose Send Feedback. Pick a category, describe what happened, and send it directly to the team.
Privacy mode
Tap the gear in the top-right and enable Privacy Mode to mask balances and sensitive numbers until you turn it off.
Undo when you need it
The undo button appears beside + in Build mode. Use it after a supported canvas change, such as moving a section or creating an item.