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Getting started

First launch: explore with sample data, or link a bank and run first-month setup.

Polaris is an envelope budget on your iPhone. It is for a normal household — a paycheck, rent or a mortgage, groceries, a card. There is no Polaris account to create. Your books live on the phone and, if iCloud Drive is on, in your iCloud.

Polaris Overview for a sample household: about $540,000 net worth, mostly a house and retirement accounts
Sample household · a house, a 401(k), cash in the bank

Two honest ways in

Then set the first month

The guided setup asks you to pick a start month, glance at balances, and tell us how each credit card is used (pay in full vs carry). That is what makes Ready to Assign trustworthy. See First-month setup.

Coming from another budgeting app? Start with what changes when you switch.

Still stuck? Write to support — the form goes to us, not a public inbox.