Help with Your Member Account

Getting started with Financial Wellness

1. Sign in and choose Financial Wellness.
2. Open Intake and Replies. Submit your starting point and consent to staff review.
3. Read Your next step on your dashboard or intake page.
4. Open Budget and Grocery Planner to organize monthly income and expenses.

Financial Wellness is separate from Ferris Wheel bills, trivia and contributions. Submitting an intake does not book an appointment or enroll you in a paid service.

Understanding your budget

Income is the monthly take-home amount you enter. Expenses and planned savings add up your monthly entries. Remaining equals income minus those entries.

For example, $2,500 income minus $1,950 expenses leaves $550. If expenses total $2,800, your plan is short by $300. These are planning amounts, not your bank balance.

Use each expense once. Check for duplicate Rent or Groceries entries. Enter monthly debt payments, not your full debt balance. Set categories to match your entries. Bill-list replies are not automatically added to the budget.

Each month is saved separately. Click Save Monthly Budget to keep your changes, then Load Saved Month to check them. Authorized staff can read your saved plan.

Planning groceries

Add the ages of people sharing groceries to see a household cost reference. The planner uses August 2026 USDA Thrifty Food Plan figures for the contiguous 48 states and Washington, DC, with meals and snacks prepared at home. For ages 12 and above, its range spans USDA's female and male rows. Local costs and individual needs can differ.

Household ages stay on that page and are not saved. The reference does not estimate infant costs under age 1 or costs for other locations. Check the date of the reference when planning future months.

Choose your own monthly grocery amount, click Add Grocery Amount to Budget, then Save Monthly Budget. Reapplying updates the entry named Groceries. Review other Food entries so groceries are counted once.

If the plan cannot cover food, send your reviewer a message. The cost reference is not a benefit award or a prescribed diet.

Messages and request status

Open Intake and Replies to read your next step and send a bill list or reply. Staff can read it in the app. This does not send an email or text message. Your saved responses appear below the reply form.

• Awaiting review: your intake is saved and waiting for staff.
• Under review: staff are reviewing your request.
• More information needed: read the staff message and reply.
• Ready for coaching: follow the staff instructions; an appointment is not automatically booked.

Click Check status or Refresh Dashboard to request the latest saved information.

Signing in and recovering from an error

Use the same email and password for both programs. On Member Login, choose where you want to go. If already signed in, click Continue. Use a Different Account signs you out so you can enter another account.

Verify your email before signing in. For a forgotten password, enter your email on the login page and click Forgot Password?

If a page cannot load, check your connection and click its refresh or load button. During local testing, keep the emulator server running. If a save cannot be confirmed, keep the page open and retry. Loading another saved month can replace unsaved entries, so read the confirmation carefully.

Do not include account numbers, Social Security numbers or passwords in an intake, budget note or reply.

Ferris Wheel Program

Choose Ferris Wheel Program on Member Login to view your bill, trivia, confirmed tier and weekly contribution status. Its requirements and controls are separate from the Financial Wellness budget.

Participation does not guarantee bill payment, financial assistance or selection. Read the program rules and your member dashboard before continuing.