How Do I Use the Yeeld Home Screen?

The Yeeld home screen is your main hub for everything. It brings together your accounts, insights, spending, and rewards so you can quickly understand your financial position at a glance.

Below is a breakdown of each section and how to use it.

Notification icon

In the top right, you’ll see the notification icon.

This is your activity log, where you can:

• Track money going in and out of your accounts
• View important updates
• Receive AI insights and nudges about your finances

Stories

At the top of the screen, you’ll find Yeeld Stories.

These are designed to keep you informed with:

• Educational content
• Product updates
• Company news
• Tips to improve your financial habits

My balances

This section shows a combined view of your finances, including:

• Connected external bank accounts
• Your Yeeld GBP account

It gives you a quick snapshot of your overall financial position.

Recent spending

Here you’ll see your latest transactions across all connected accounts.

This helps you:

• Stay on top of recent activity
• Quickly spot unusual or unexpected spending
• Understand where your money is going in real time

My investments

If you have investment accounts open, this section will display them.

You can scroll through to see:

• Account balances
• Profit and loss (P&L)
• Quick performance insights

Net worth

Your net worth is calculated by combining:

• Account balances
• Investment balances
• Cashback earned

This gives you a single figure showing your overall financial position.

Spending overview

This section compares:

• Your current month’s spending
• Your previous month’s spending

You’ll also see a visual comparison of:

• Income vs spending

This helps you understand if you’re overspending and where adjustments may be needed.

You can also:

• Set up your AI-powered budget to help manage and optimise your spending

Total bills

This shows a summary of the bills you’ve paid this month.

You can:

• Review each bill
• Check for accuracy
• Stay on top of recurring payments

Rewards

In the Rewards section, you can:

• View highlighted cashback offers
• Access the full rewards area
• Explore ways to earn while you spend

In summary

The home screen gives you:

• A complete financial overview
• Real-time insights into spending and activity
• Easy access to investments, bills, and rewards

Everything is designed to help you understand your money quickly and make better financial decisions every day.