transactions
set a budget
Per-paycheck budgets reset on the anchor date and every N days after (default 14). The agent persona shapes the tone of notifications.
vessels
loans
scenarios
Run what-if simulations on your real finances.
home scenario
Advanced market settings
add subscription
orbits
subscriptions & bills
›recurring income
›cancelled / inactive
›ask cocoon.
Accounts
Connect or review the bank accounts you're tracking.
Income & paychecks
Your income cadence, amount, and timing. Used by the Budget planner and Forecast.
Sync
Pull latest transactions from connected accounts.
Recognized transactions
Any transaction whose name or merchant contains the match text will be placed in the chosen category.
Notifications
Instant push notifications for budgets, spending, goals, and forecast alerts. On iOS, tap Share → "Add to Home Screen" first, then open from the home screen.
What you want to hear about
Email fallback + advanced
Recent notifications
Users
Admin only. Each user has a fully separate budget database.
AI usage
What you've spent on AI calls (Claude API) across the app.
By feature
By model
Costs are estimates — your Anthropic invoice is authoritative.
Account
Signed in as