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Foundation 1 · Capture

What you landed on

Type in what you wrote on the meeting agenda. These four pieces carry forward. They show up at the top of every future agenda PDF so your spending decisions can be weighed against them.

Saved automatically to this device. You can come back and edit any time.

Your purpose statement

One or two sentences, written together. What is money for, for the two of you?

Your top money values

0 of up to 5 selected

The 3–5 you circled together at the meeting. These will sit at the top of every future agenda.

Decided & left open

Saving as you type.