1. You share your bank statements securely with OpenWrks by connecting your accounts. (Note: OpenWrks only shares your budget with us, not your statements.)
2. OpenWrks put together an initial list of your income and outgoings.
3. They'll then ask you a few questions to help categorise some of your monthly transactions.
4. You'll be shown a budget that sets out a typical month of your income and outgoings. You'll be able to edit this.
5. Once you're happy, you mark the budget as complete.
6. You'll then be given a 9 digit code.
7. The next step is to speak to our team. By sharing this code with them when you call, they'll be able to see the budget you've created with OpenWrks and start using it to help you right away.