Welcome to Savyy
Getting started with Savyy is simple. In this guide, we'll walk you through connecting your bank accounts and setting up your first budget.
Step 1: Create Your Account
First, download the Savyy app from the App Store or Google Play, or visit savyy.net to create your account.
You'll need:
- A valid email address
- A secure password
Step 2: Connect Your Bank
Savyy uses secure banking connections through our regulated partners to sync your transactions.
Privacy Note: Your banking credentials are never stored by Savyy. All authentication is handled directly by our banking partners.
To connect your bank:
- Tap "Add Account" on the dashboard
- Search for your bank
- Follow the authentication flow
- Wait for transactions to sync
Step 3: Explore Your Dashboard
Once connected, you'll see:
| Section | Description |
|---|---|
| Overview | Total balance across all accounts |
| Transactions | Recent transaction history |
| Categories | Spending breakdown by category |
| Budgets | Budget progress and limits |
Step 4: Set Up Categories
Our AI automatically categorizes your transactions. You can also:
- Create custom categories
- Set up categorization rules
- Review and correct suggestions
Next Steps
Now that you're set up, explore these features:
- Budgets: Create spending limits by category
- Alerts: Get notified when you exceed budgets
- Reports: Generate monthly financial summaries
Happy budgeting!