Financial Wellness
Connected accounts and sync help
New Plaid connections and automated sync require paid Core access, while manual planning tools remain available without paid sync.
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Financial Wellness
Browse Naverica knowledge base articles for financial wellness.
Financial Wellness support articles
Financial Wellness
Financial wellness Budget categories help
Budget categories are the rows that organize expected income, bills, debt, savings, flexible spending, and matched transaction activity.
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Financial wellness Budget overview and check-ins
The Budget section helps you set monthly income, savings, bills, spending categories, and weekly review actions without treating the budget as financial advice.
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Financial wellness Budget recurring bills, trends, and scenarios
Recurring bill review, trends, and scenarios help you interpret a Budget after categories and transactions are available.
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Financial wellness cash flow help
Cash Flow shows cleared income and expenses over time so you can review patterns without treating the view as a bank balance or financial advice.
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Financial wellness Goals check-ins, reminders, and tools
Goal check-ins help users review goal decisions, optional reminders can point back to open check-ins, and tools provide planning estimates only.
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Financial wellness Goals monthly management
Goals can be included this month, adjusted for one month, linked to transactions, and tracked without moving or holding money.
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Financial wellness Goals overview and creation
Goals helps you set short-term targets, preview suggested contributions, and keep goals user-directed.
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Financial wellness income plans help
Income plans are optional planning assumptions that help Naverica estimate timing when income transaction history is unclear.
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Financial wellness Insights help
Insights highlight educational patterns from connected account data so users can review cash flow, spending, income timing, recurring activity, and balances.
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Financial wellness overview
Financial Wellness combines free manual planning tools with optional paid account automation and non-advisory money guidance.
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Financial wellness transactions help
Use the Transactions tab to review activity, understand pending rows, correct categories, and add manual records for planning.
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