Current Balance

$

Jun 2023

Uptik Percent:
%

Uptik Score:
$

Emergency Funds:
$0

Tutorials

Back to Login Page

General

Set Starting Balance

View Current Month's Stats

Update Current Balance

Calendar

Create A Repeating Expense

Create A One Time Expense

Edit A Single Expense Event

Verify A Single Expense Event

Delete A Single Expense Event

View Day Breakdown

View Month Breakdown

View Year Line Chart

Profile

Set Upcoming Email Alerts

Updating Voluntary Profile Info

Compare

Make A Filter

Edit A Filter

Delete A Filter

Answer an Unanswered Filter

Change Gauge Chart Label

Change Geo Chart Label

Dashboard

Expand Bar Chart Stats

Expand Sankey Chart Stats

Change to Up-Tips Card

Expenses / Incomes

Create a Repeating One Time Expense

Create a One Time Expense

View Upcoming Expenses List

Delete An Expense

Edit Upcoming Expenses

Add External Link to an Expense for Easy Access

View Verified Past Expenses

Verify

Verify an Expense or Income

Edit Before Verifying

Delete an Expense or Income

Go to External Link of an Expense

What If

Add a Hypothetical Income / Expense

Remove an Income / Expense from List