Budgets

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

15 articles in this collection
Written by Iliya Yordanov

Basics

What are budgets? How can I use them?

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

Written by Iliya Yordanov
Updated over a week ago

How to create an expense budget?

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

Written by Iliya Yordanov
Updated over a week ago

How to create an income budget (a goal)?

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

Written by Iliya Yordanov
Updated over a week ago

How to edit a budget?

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

Written by Iliya Yordanov
Updated over a week ago

How to delete a budget or budget group?

Deleting a budget or group does not delete any transactions.

Written by Iliya Yordanov
Updated over a week ago

How to reorder budgets or budget groups?

Freely configure the order of budgets and budget groups.

Written by Iliya Yordanov
Updated over a week ago

Budgets in practice

Setup simple budgeting system

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

Written by Iliya Yordanov
Updated over a week ago

Setup envelope budgeting system

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

Written by Iliya Yordanov
Updated over a week ago

Other

Finding your way around the budget register

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

Written by Iliya Yordanov
Updated over a week ago

How to exclude some transactions from a budget?

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

Written by Iliya Yordanov
Updated over a week ago

How to transfer money between budgets or envelopes?

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

Written by Iliya Yordanov
Updated over a week ago

Grouping budgets together

How to create a budget group?

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

Written by Iliya Yordanov
Updated over a week ago

How to put budgets in groups?

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

Written by Iliya Yordanov
Updated over a week ago

How to remove budget from a group?

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

Written by Iliya Yordanov
Updated over a week ago

How to edit budget groups?

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

Written by Iliya Yordanov
Updated over a week ago