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Manual vs. Plaid-linked accounts, what happens when you link a bank, and how reconnecting and disconnecting actually work.

• Manual accounts
• Linking a bank
• When a connection needs attention

How category rollover carries unspent money forward, how starting budgets are generated from history, and how habit streaks are tracked.

• The structure
• Rollover
• The pace marker

How to set up irregular income: priority tiers, funding your plan as money lands, Expected base pay, and the Steady Pay buffer for lean months.

• Who it's for
• Turning it on
• Priority tiers

The order categorization decides in, how to write rules, splitting transactions, importing a CSV, and how transfers are matched automatically.

• Where a category comes from
• Categorization rules
• The review queue

The contribution ledger behind every goal balance, tagging transactions to a goal, reconciling with a linked account, and pausing or archiving.

• What a goal is
• The contribution ledger
• Correcting a balance directly

The payment ledger behind every balance, how snowball and avalanche plans are projected, and how linking a bill reminds you to pay.

• The payment ledger
• Payoff plans: snowball, avalanche, or your own order
• Reminders

How Tavera Money detects recurring charges from your history, keeps a schedule reconciled against real transactions, and sends reminders.

• Detecting bills automatically
• Staying reconciled
• Reminders

What joining a household actually shares, who can invite and remove members, and what changes the moment someone leaves.

• What membership shares
• Roles
• Inviting someone

How a month closes, why rollover is capped at what you actually kept, and how the recap decides what to tell you.

• Closing a month
• What the recap tells you
• When a month comes in ahead

The full catalog of alerts Tavera Money can send, in-app vs. email, and how duplicate alerts are prevented.

• The two channels
• What Tavera Money can tell you about
• No duplicates

Exporting your transactions and balance history, bulk-deleting data before a cutoff date, and how your bank credentials are protected.

• Exporting your data
• Deleting data in bulk
• How your bank connection is protected

Why billing belongs to the household, how bank-connection limits work, and why downgrades wait until the end of your billing period.

• Billing belongs to the household
• Bank connection limits
• Upgrading