longbook

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.