---
title: How Do I Use the Yeeld Home Screen?
description: Using the home screen
---

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1. [Yeeld Support Centre](https://help.yeeld.com/?hsLang=en-gb)
2. [Getting started](https://help.yeeld.com/getting-started?hsLang=en-gb)
3. [Navigating the App](https://help.yeeld.com/getting-started?hsLang=en-gb#navigating-the-app)

# How Do I Use the Yeeld Home Screen?

## The Yeeld home screen is your central dashboard—giving you a complete view of your finances, insights, spending, and rewards in one place.

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.

- [Getting started](https://help.yeeld.com/getting-started?hsLang=en-gb#main-content)

    - [Opening an Account](https://help.yeeld.com/getting-started?hsLang=en-gb#opening-an-account)
    - [Navigating the App](https://help.yeeld.com/getting-started?hsLang=en-gb#navigating-the-app)
    - [Setting Up Your Profile](https://help.yeeld.com/getting-started?hsLang=en-gb#setting-up-your-profile)
- [Account Management](https://help.yeeld.com/account-management?hsLang=en-gb#main-content)

    - [Managing Your Yeeld Account](https://help.yeeld.com/account-management?hsLang=en-gb#managing-your-yeeld-account)
    - [Currency Wallets](https://help.yeeld.com/account-management?hsLang=en-gb#currency-wallets)
    - [Account Closure](https://help.yeeld.com/account-management?hsLang=en-gb#account-closure)
    - [Sending and receiving payments](https://help.yeeld.com/account-management?hsLang=en-gb#sending-and-receiving-payments)
    - [Confirmation of Payee (CoP)](https://help.yeeld.com/account-management?hsLang=en-gb#confirmation-of-payee-cop)
    - [Open Banking](https://help.yeeld.com/account-management?hsLang=en-gb#open-banking)
- [Payments and Transfers](https://help.yeeld.com/payments-and-transfers?hsLang=en-gb#main-content)

    - [Making Payments](https://help.yeeld.com/payments-and-transfers?hsLang=en-gb#making-payments)
    - [Transfers](https://help.yeeld.com/payments-and-transfers?hsLang=en-gb#transfers)
    - [Payment Issues and Troubleshooting](https://help.yeeld.com/payments-and-transfers?hsLang=en-gb#payment-issues-and-troubleshooting)
- [Yeeld Card Services](https://help.yeeld.com/yeeld-card-services?hsLang=en-gb#main-content)

    - [Card Issues and Troubleshooting](https://help.yeeld.com/yeeld-card-services?hsLang=en-gb#card-issues-and-troubleshooting)
    - [Yeeld Visa](https://help.yeeld.com/yeeld-card-services?hsLang=en-gb#yeeld-visa)
    - [Virtual Debit Card](https://help.yeeld.com/yeeld-card-services?hsLang=en-gb#virtual-debit-card)
    - [Contactless](https://help.yeeld.com/yeeld-card-services?hsLang=en-gb#contactless)
    - [3D Secure (3DS)](https://help.yeeld.com/yeeld-card-services?hsLang=en-gb#3d-secure-3ds)
- [Yeeld Connect](https://help.yeeld.com/yeeld-connect?hsLang=en-gb)
- [Security, Privacy and Fraud](https://help.yeeld.com/security-privacy-and-fraud?hsLang=en-gb#main-content)

    - [Security Features](https://help.yeeld.com/security-privacy-and-fraud?hsLang=en-gb#security-features)
    - [Fraud Prevention](https://help.yeeld.com/security-privacy-and-fraud?hsLang=en-gb#fraud-prevention)
    - [Privacy Policy and Data Protection](https://help.yeeld.com/security-privacy-and-fraud?hsLang=en-gb#privacy-policy-and-data-protection)
    - [Security Alerts and Notifications](https://help.yeeld.com/security-privacy-and-fraud?hsLang=en-gb#security-alerts-and-notifications)
- [Investing & Portfolio](https://help.yeeld.com/investing-portfolio?hsLang=en-gb#main-content)

    - [Investment Options Overview](https://help.yeeld.com/investing-portfolio?hsLang=en-gb#investment-options-overview)
    - [Products](https://help.yeeld.com/investing-portfolio?hsLang=en-gb#products)
    - [Risk Profiles](https://help.yeeld.com/investing-portfolio?hsLang=en-gb#risk-profiles)
    - [Tax-Efficient Accounts](https://help.yeeld.com/investing-portfolio?hsLang=en-gb#tax-efficient-accounts)
- [Rewards](https://help.yeeld.com/rewards?hsLang=en-gb#main-content)

    - [Rewards Programme](https://help.yeeld.com/rewards?hsLang=en-gb#rewards-programme)
    - [Tracking and Redeeming Rewards](https://help.yeeld.com/rewards?hsLang=en-gb#tracking-and-redeeming-rewards)
    - [Partnered Retailers](https://help.yeeld.com/rewards?hsLang=en-gb#partnered-retailers)
- [Customer Support and Feedback](https://help.yeeld.com/customer-support-and-feedback?hsLang=en-gb#main-content)

    - [Customer Support Channels](https://help.yeeld.com/customer-support-and-feedback?hsLang=en-gb#customer-support-channels)
    - [Support Hours and Availability](https://help.yeeld.com/customer-support-and-feedback?hsLang=en-gb#support-hours-and-availability)
    - [Escalation Process](https://help.yeeld.com/customer-support-and-feedback?hsLang=en-gb#escalation-process)
    - [Feedback and Suggestions](https://help.yeeld.com/customer-support-and-feedback?hsLang=en-gb#feedback-and-suggestions)
- [Penny (AI Assistant)](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#main-content)

    - [Introduction to 'Penny'](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#introduction-to-penny)
    - [Core Features of Penny](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#core-features-of-penny)
    - [Engaging with Penny](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#engaging-with-penny)
    - [Visual Aids and Insights](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#visual-aids-and-insights)
    - [Performing Actions with Penny](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#performing-actions-with-penny)
    - [Summary Reports with Penny](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#summary-reports-with-penny)
    - [Support and Escalation](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#support-and-escalation)
    - [Limitations and Premium Features](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#limitations-and-premium-features)
    - [Compliance and Sensitivity](https://help.yeeld.com/penny-ai-assistant?hsLang=en-gb#compliance-and-sensitivity)
- [Complaints](https://help.yeeld.com/complaints?hsLang=en-gb)