Home Sweet Home
You can customize your Banzai homepage by adding, deleting, or rearranging various items including:
  • Getting Started Guide
  • Balance Chart for your Jars
  • Historical Balance Graph for Reserves Jar
  • Account Balance Chart
  • Historical Net Worth Graph
  • Transaction Upload
  • Pending Transaction Review
  • Banzai Messages
  • And More...

At the top of the homepage, and most other pages on the site, is a header bar providing access to Banzai's key functions.

  • Home:

    Returns you to the homepage


  • Transactions:

    Opens the transactions screen


  • Reports:

    Analyzes your transaction history


  • Reconcile:

    Verifies that your transactions match those reported by your bank


  • Setup:

    Allows the creation, modification, and deletion of your jars, accounts, and categories


  • My Coach:

    Provides information about your personal Banzai Coach


  • My Account:

    Manages account and subscription settings


  • Logout:

    Ends your Banzai session

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