What each screen in longbook is for
On iPhone
The bottom bar has five places:
- Dashboard: the next payment, the month's spending and where it went.
- Calendar: every payment on its day.
- Add: a new commitment or expense.
- Reports: one report for every month that has a confirmed charge.
- Settings: everything else.
Settings opens everything else: Proposals, Insights, Bookmarks, Accounts, People, Import a statement, Trips, AI Connections, Display & currency, Data & privacy, Set up again, Try the demo, Tips, Help & about, and your account at the top.
On Mac
The sidebar lists them all:
- Overview: Dashboard, Reports, Calendar, Commitments, Insights, Proposals.
- Payments: Accounts.
- People: People.
- At the bottom: Add commitment, Settings and the bookmark icon.
What each one is
- Commitments: every payment ahead, grouped by month. Past lists every charge made.
- Proposals: what your AI, Siri or a statement import wrote, to keep or undo.
- Insights: short notes your AI left on your cards.
- Accounts: your banks, cards and wallets, each with its balance.
- People: who each payment is for.
- Bookmarks: the commitments you check most.
Settings
On Mac, Settings has four tabs: General, Account, AI and Data. AI Connections is where you connect your AI, copy prompts, and set up Siri and Shortcuts.
Questions
Where do I add a payment?
Tap Add on iPhone, or Add commitment in the Mac sidebar.
Where do I see what my AI changed?
In Proposals.