Take the product tour
A short guided walkthrough of Steer's three pillars — Goals, Habits and Finance — so you understand how everything fits together before you dive in.
2 min read
The first time you open Steer, a short product tour pops up. It's a guided walk through the three things Steer helps you with — your goals, your habits and your money — explaining the core ideas behind each one in a few taps.
Tip
The tour never goes away for good. Closed it too soon, or want a refresher later? Open it anytime from the user menu (top-right) → Product tour.
What the tour covers
Goals
What a goal is (a number you build toward or a thing you either do or don't), how to create and track one, and how Steer reads your pace to tell you whether you'll finish in time.
Habits
Why habits in Steer are about rhythm, not daily checklists — how logging works, how Steer predicts the next occurrence, and how it can spot habits from your calendar and nudge you before each one is due.
Finance
The forward glimpse: your portfolio and accounts, adding income and expenses, and modelling loans and investments so you can see your money twelve months out.
Your Daily Brief
The tour finishes on your home screen — the Daily Brief — where goals, habits and money come together into one view of what's on track, what's coming up, and what needs your attention today.
Every step links straight to the matching help article, so you can always go deeper on anything that catches your eye.
Dismissing and replaying
- Closing the tour — using Skip tour, Got it, or the close button — means it won't pop up again on your next visit.
- Replaying it — open the user menu in the top-right corner and choose Product tour. It starts again from the beginning, as often as you like.