Guides

Learn how to manage your money and get more out of Budgett.

Getting Started

Set Up Budgett in 10 Minutes

The few steps that get Budgett working for you on day one: accounts, income, one expense, one budget, one bill.

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Getting Started

Your Getting Started Checklist

Every step of the checklist on Home: how to do it, and why finishing it makes Budgett easy to use.

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Getting Started

Choosing Your Profile Type

The 4 profile types, what each one changes in the app, and how to switch when your work changes.

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Getting Started

Your Home Screen, Explained

A picture tour of Home: every card, button, and shortcut, and what each one does.

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Getting Started

The Calculator, Explained

A picture tour of the Calculator: logging expenses, income, transfers, and loans in seconds.

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Getting Started

How to best use the Budgett app

The small daily and weekly habits that make Budgett useful, not just another app you forget.

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Budgeting

Planning your budget for next month

Plan next month's budget and expected income before it starts, so day one has a plan.

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Budgeting

Your Budget Tab, Explained

A picture tour of the Budget tab: every number, card, and button, and what each one tells you.

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Budgeting

Uploading Your Budget or Expense List

Paste your budget or expense list as plain text, and let Budgett sort it into categories.

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Income

How to Manage Your Income

Set up your clients and payment slots, plan what you expect, and log what really came in.

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Spending

Understanding Your Expenses

How expenses are sorted, what Projected Spending means, and how to catch overspending early.

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Spending

Managing Your Categories

Hide, reorder, and add categories, unlock more for free, and set up sub-categories.

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Spending

Big Payments From a Loan or Savings

Pay for a lot, a car, or a renovation without wrecking this month's budget.

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Bills

How to Manage Your Bills

How bills, reminders, and payments work, so you stay ahead of every due date.

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Bills

Reminders, Auto Pay and Bill Date Automation

Reminders, Auto Pay, and Bill Date Automation: the three helpers that run your bills for you.

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Bills

Your Bills Tab, Explained

A picture tour of the Bills tab: the checklist, Relist, BDA, Auto-Pay, and more.

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Debts

Tracking Debts and Payment Plans

Track loans, cards, and installments month by month, and pay cards without counting twice.

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Debts

Credit Cards in Budgett

Card bills that build themselves as you swipe, paying without counting twice, and Credit Card Filters.

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Savings

Savings Accounts, Cash on Hand and Transfers

Track your banks, e-wallets, and wallet cash, and move money between them the right way.

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Savings

Your Emergency Fund and Health Score

See how many months you're covered, and what your 0 to 100 money health score means.

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Savings

How Savings Goals work

How goals connect to your accounts, track progress, and fund future expenses.

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Savings

Why we count savings as an "expense"

Why Budgett treats saving like a bill you pay yourself first, and why it works.

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Net Worth

Know Your Net Worth

What you own minus what you owe, and how Budgett shows if you're really getting richer.

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Grocery

How Grocery SuperList works

Build your shopping list, track what you buy, and see what each trip really cost.

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Travel

Travel Budget and Trip Notes

Plan a trip's budget, keep day-by-day notes and checklists, and see what it really cost.

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Reports & XP

Budgett Reports: Financial, Debt and XP

Your Financial, Debt, and XP reports: what each one shows and when they come.

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Reports & XP

How Budgeting Earns XP

How good budgeting habits earn up to 100 XP every month.

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Reports & XP

How Budgett XP and Ranking works

What XP is for, how ranks work, and why some actions don't earn points.

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Reports & XP

Every Way to Earn XP

The full list of money habits that earn XP, with the limits for each.

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Transactions

Finding and Fixing Transactions

Find any entry fast, understand the tags, and fix mistakes within your plan's limits.

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Budgett Web

Using Budgett on Your Computer

Open Budgett on your laptop with Budgett Web: your whole money picture on a big screen.

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Budgett Web

Budgett Web, Explained

A picture tour of Budgett Web's Home page on a computer.

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Account & Settings

What's in Your Profile

A picture tour of Profile: every row, what it does, and which plan has it.

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Account & Settings

Managing Your Account

Devices, fingerprint lock, passcode, password, security questions, and deleting your account.

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Account & Settings

Make Budgett Yours

Your app color, your Home screen cards, shortcuts, and your Display Name.

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Account & Settings

Using Budgett With No Signal

How Budgett keeps working offline and catches up when you're back online.

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Account & Settings

Basic, Plus, and Pro: how to move up

What Basic, Plus, and Pro each give you, and when it makes sense to move up.

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