Help Center

Set up your account, enter your first numbers, import data, install the app, and learn how Free and Pro differ. Start here if you are new to Beyond Payday.

15 articles

Read your net worth summary, charts, and widgets. Learn how net worth is calculated, track snapshots and milestones, and fix numbers that look wrong.

6 articles

Add paychecks and other income sources, bonuses, tips, and paycheck deductions. Scan a paystub and estimate your household’s yearly income tax.

6 articles

Add and edit recurring bills, see what is due this month, and learn how frequencies, needs and wants work. Find ways to save on your bills.

11 articles

Add savings, investments, a home or car, and other assets. Track what is inside an investment account, stock grants and vesting, and insurance details.

7 articles

Add loans, credit cards, and mortgages, build a debt payoff plan, and mark a debt as paid off. Learn how Beyond Payday tracks your payoff progress.

3 articles

Create a savings or payoff goal, update your progress as you contribute, and finish or delete a goal when you are done. Goals can follow a linked account.

3 articles

Test what-if changes before you commit: stack several changes in one scenario, model buying a house or car, and build a SHTF plan for hard times.

4 articles

Set up your retirement plan, pick your retirement age, and model Social Security claiming. Add a pension, run Monte Carlo simulations, and print a report.

13 articles

Track a side business, split a bill between personal and business, and see how profit and losses reach your income. Value the business and plan an exit.

5 articles

Invite your spouse, partner or family, accept an invite to join a family, set permissions for each member, and remove a family member when access should end.

4 articles

Free money lessons for every age: start a lesson, save your progress, earn and share certificates, and use read-aloud, captions and bigger text.

7 articles

Set up Kid Mode for a child under 13: jars, goals, allowance, Family Bank, tablet pairing, unlock codes, and what we keep about your child.

11 articles

The Teen view for family members 13 to 17: what teens and parents see, the Ready for 18 checklist, and moving up from Kid Mode.

5 articles

Ask Beth, your AI assistant, about your finances, see what Beth can do, and turn Beth on or off. Learn how to connect an AI app and undo changes it made.

11 articles

Start your free trial, change or cancel your plan, update your card, and view receipts. Also covers sign-in, email, reminders, and exports.

12 articles

How Beyond Payday protects your data and why it never connects to your bank. Set up passkeys and two-factor sign-in, reset a password, and control AI use.

11 articles