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:

1. Tap "Add Account" on the dashboard
2. Search for your bank
3. Follow the authentication flow
4. 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!