Common questions
How do budgets work: Fixed vs Flexible?
Fixed keeps the same limits every month until you change them. Flexible suggests new limits near month-end based on what you actually spent; you approve before anything changes. Switch anytime under Budget → Budget planning.
How do I log spending?
Manual-mode households can log transactions directly from the dashboard using "+ Add transaction" or the "+" on any category. Connect a bank instead for automatic syncing, or import a CSV. All three can be combined.
What is "Cash Available"?
This month's income minus what you've spent, plus whatever carried over from last month (the real amount of spendable cash you have right now).
How do I cancel or change my plan?
Go to Account settings → Subscription. Changes take effect immediately; there's no lock-in.
Is my financial data secure?
Bank connections go through Plaid. TailorBudget never sees or stores your bank credentials. Your data is scoped to your household and isn't shared.