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Getting Started

Switching to Cadence Money

Transactions

Budgets

Bills & Income

Goals

Net Worth & Investing

Bank Connections

Reports & Insights

Personalising Cadence Money

Account, Privacy & Security

App Navigation

Five sections, a handful of sub-tabs, and one button that creates everything.

Updated

The Five Sections

The main sections of Cadence Money and their sub-tabs
SectionWhat lives thereSub-tabs
HomeYour dashboard: a chart, then the widgets you chose.None
ActivityWhat is happening now: the Recurring Calendar and your Transaction History.None
PlanEverything you have set up: budgets, bills, income and goals, plus the Cash Flow card and Cash Coverage.Overview, Budgets, Bills, Income, Goals
WealthEverything you own and owe.Net Worth, Holdings
ExploreThe longer view of spending and net worth, plus projections.Budget, Wealth, Imagine, Recap

Cadence Money remembers the sub-tab you were last on in each section, so leaving Plan on the Bills tab and coming back later puts you on Bills, not Overview.

Overview and Budgets are two different tabs

Inside Plan, Overview is the summary: the Cash Flow card, then a headline card for each of Budgets, Bills, Income and Goals. Budgets is where the budgets themselves live. Tap a heading on Overview to open that tab. See Plan Overview.

What the + Button Creates

The + button is available from anywhere and is the single entry point for creating things. It offers thirteen entries:

  • Transaction, Income Source, Bill or Subscription, Import Transactions and Transaction Rule.
  • Budget (Monthly, Annual or Out of Pocket - or WorryFree, which switches to one spending limit) and Timed Budget Redirect.
  • Goal.
  • Account or Asset, Holding, Credit or Loan, Connect Bank and Connect Investments.

On a Phone

  • The bottom bar switches between the five sections.
  • Swipe left or right to move between sub-tabs within a section.
  • Pull down on any list to refresh it from the server. There is no refresh button - the pull is the gesture.
  • Long-press a transaction to start selecting several at once.
  • Swipe a transaction row sideways for quick actions.

On Desktop

  • The left sidebar holds the five sections, each with a letter badge. Pressing that letter jumps straight there.
  • Sub-tabs sit along the top of the section as a tab bar.
  • Hold ⌘ or Ctrl with a letter to create something without opening the + menu.

The badges in the sidebar are the only in-app reminder of the shortcuts, and there is no overlay to pull up. The full list is in Keyboard Shortcuts.

Finding Settings

Settings opens as a modal over whatever you were doing rather than taking you somewhere. It has eleven sections, in this order: Account, Connected Banks, Notifications, Appearance, Currencies, Suggestions, Transaction Rules, Imports, Insights, Security and Data & Privacy.

One thing people look for in Settings is not there: Privacy Mode is the eye button in the app header. The Feature Tour is in the profile menu. See Settings for what each section contains.