First Steps

Now that you've connected your bank, here's how to make the most of Curl Budget.

Understanding the Main Screen

When you open Curl Budget, you'll see your recent transactions organized by date. Each transaction shows:

• Merchant name - Where you spent money
• Amount - How much you spent (negative) or received (positive)
• Category - What type of spending it is

Viewing Transactions

Tap any transaction to see more details:

• Full merchant name
• Date and time
• Account it came from
• Category (which you can change)

Categories

Curl Budget automatically categorizes your transactions using AI. Common categories include:

• Food & Dining
• Shopping
• Transportation
• Entertainment
• Bills & Utilities

Ways to categorize

From the transactions list:

• Tap the category on a row to pick a new one without leaving the list.
• Swipe right on a row and tap the categorize action.
• Long-press a row to enter multi-select, then categorize several transactions at once.

You can also open any transaction to change its category from the detail screen.

Tags work the same way: tap the tag on a row to add or remove tags quickly.

What's Next?

• Learn more about managing transactions
• Understand our privacy practices