Select a Sunday in Home

  1. In Home, select an eligible Sunday, tap +, then choose Budget Assessment.
  2. Choose a Sunday at 12:00 AM. The current week’s Sunday remains available even if it has already passed; earlier weeks are not allowed.
  3. If needed, add accounts, then select the accounts to capture and enter their actual balances.

Choose One Goal

Choose Build Savings, Reduce Debt, Limit Spending, or Grow Net Worth. Set the relevant target and choose exactly 5, 10, or 15 weeks. CuraErgo allows only one open Budget Assessment goal at a time.

Review and Follow Weekly Progress

Review the scheduled Sunday, included account balances, starting value, target, and duration before saving. During the period, CuraErgo captures one progress snapshot per week and keeps the assessment available from its Home hub.

Make the Required End Decision

At the end, choose Continue Goal to preserve continuity, Set a New Goal to begin a new period, or Stop Tracking to end the goal. CuraErgo saves the decision so the same prompt does not appear indefinitely.

Budget Assessment is optional and supports one open goal. It does not belong in Profile and does not expose account balances through Collab.