Getting started

A new plan has a checklist at the bottom right of the plan screen (along the bottom on a phone), reading “Getting started” and how many items are done. Each item opens what it is about, and ticks itself once you have looked:

1. Name yourself and check your age, in Household.
2. Check each account, income and expense, including when it ends.
3. Look at where spare money goes: the surplus rules.
4. Look at how retirement is paid for: the drawdown order.
5. Add or check your milestones.
6. Track your progress (optional, Plus): your net worth, month by month, recorded by itself as you change the plan.
7. Try a what-if (optional, Plus).

On the free plan the two Plus items show a padlock and open a preview of the feature instead; seeing it ticks them.

The × puts the checklist away with its ticks kept, and they follow your account to another device. Bring it back from Help at the top of the app, or from Open Getting started on the account page.