Setting up your Stowe Advisor

Stowe Advisor helps you stay on top of your spending, savings, goals, and upcoming expenses. It gives you a daily view of how your money is tracking, including transactions to review, expected spending, bills coming up, and progress toward your goals.

When you set up Stowe Advisor, you’ll be asked to choose a focus: Save for a goal, Spend more on what you love, or Maintain my lifestyle.

Choose Save for a goal if you want to put more money toward a savings goal. Stowe will help you review how much you usually save each month, set a monthly savings goal, choose spending categories to track, and monitor your progress throughout the month.

Choose Spend more on what you love if you want to cut back in lower-priority areas so you can spend more intentionally elsewhere.

Choose Maintain my lifestyle if you mostly want to stay on track and avoid surprises. Stowe will review your usual monthly spending and recommend a monthly spending target.

After you choose your focus and set your goals, Stowe Advisor will use them in your daily check-in. You can update your Advisor goals later from the Stowe Advisor screen.