MoneyWiz

Iliya Yordanov

Keep your spending (and goals) under control! Learn how to create expense and income budgets and how to work with them.

Budgets

Learn what are budgets in general, then read more about expense and income budgets.

What are budgets? How can I use them?

Expense budgets allow you to set limits to your spending and monitor how you're doing.

How to create an expense budget?

Income budgets monitor incomes, helping you to save towards a goal.

How to create an income budget (a goal)?

If the amount of your internet bill changed, you can easily modify the budget for that expense.

How to edit a budget?

Deleting a budget or group does not delete any transactions.

How to delete a budget or budget group?

Freely configure the order of budgets and budget groups.

How to reorder budgets or budget groups?

Basics

If you like to keep things simple, this budget system is probably for you!

Setup simple budgeting system

When you're ready to take your budgeting to a new level, try this!

Setup envelope budgeting system

Budgets in practice

Learn all about the strange colors and lines in the budget section and how to customize the interface!

Finding your way around the budget register

Learn how to better control which transactions land in your budgets.

How to exclude some transactions from a budget?

Transferring money between budgets allows you to cover up for a deficit in an overspent budget.

How to transfer money between budgets or envelopes?

Other

Budget groups allow you to organize budgets - you can group household-related budgets together, kid-related in a separate group, etc.

How to create a budget group?

Putting budgets in groups allow you to organize your budgets list.

How to put budgets in groups?

Removing budget from a group will place it back into the top of the budgets list.

How to remove budget from a group?

Editing a budget group allows you to make changes to the group name, color or which budgets are included in the group.

How to edit budget groups?

Grouping budgets together

Download

Privacy Policy

Refunds Policy

Terms of Service

E-Mail Us

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you