Where is everything in Vylo?

Transactions is called Activity on iPhone. Your household data is the same in both apps.

The web and iPhone apps show the same household. Their navigation is arranged to suit each screen.

Where should I start?

What you want to seeOn the webOn iPhone
This month at a glanceDashboardHome
Purchases and paymentsTransactionsActivity
Your spending planBudgetsBudget
Assets and debtsNet WorthNet Worth
Category names and rulesCategoriesSettings → Categories
Connected banksAccountsSettings → Accounts
Household membersHouseholdSettings → Household Members
Monthly reportsReportsSettings → Reports
Billing and privacySettingsSettings

Check the month selector if you’re looking for a purchase or budget from a different month.

On the web

  1. Use the navigation

    Dashboard is the overview. Transactions lists purchases; Budgets, Net Worth, and Reports show different views of your household’s money.

    Vylo on the web: Use the navigation. The relevant control is outlined.
    Use the navigationTap to enlarge

On iPhone

  1. Use the bottom navigation

    Home shows the overview. Activity lists transactions, Budget tracks your spending against your plan, and Net Worth tracks assets and debts.

    Vylo for iPhone: Use the bottom navigation.
    Vylo for iPhone · Demo dataTap to enlarge
  2. Open settings

    The control at the top right opens accounts, household members, categories, billing, and privacy settings.

    Vylo for iPhone: Open settings.
    Vylo for iPhone · Demo dataTap to enlarge