Allot Help Center

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Step-by-step guides to set up your budget, connect your bank, log spending, and get every dollar allotted. Search below or browse by topic.

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Set up your budget and learn your way around Allot.

Create your budget with the setup wizard and meet the five main tabs.

Link an account, see what syncs, and fix accounts that won't update.

Give every dollar a job and keep your envelopes funded.

Ready to Assign, funding categories, Auto-Assign, and moving money.

Clear a red category by covering it from Ready to Assign or another envelope.

Set targets, choose refill vs set-aside, pick a cadence, and snooze.

Payment envelopes, paying a card with the transfer model, and financing.

Record, import, organize, and reconcile everything that moves.

Add a transaction, edit every field, split, tag, flag, and set cleared.

Gmail auto-import, Siri quick-add, and reviewing pending imports.

What a transfer is, and converting between spending and transfer.

Match Allot to your bank balance and lock cleared transactions.

Understand your money and keep it tidy.

Create groups and categories, set emoji icons, and match people.

Net worth over time, spending charts, and your savings rate.

Alerts, appearance, security, and sharing your budget.

Turn on push and choose overspent, bill, underfunded, financing, and price-change alerts.

Theme, security, passkeys, two-factor, exports, and changing your password.

Invite a second person to your budget and choose their role.

Stale data, installing the app, sign-in trouble, and contacting support.