Guides
Learn how to manage your money and get more out of Budgett.
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.
Read guide →Your Getting Started Checklist
Every step of the checklist on Home: how to do it, and why finishing it makes Budgett easy to use.
Read guide →Choosing Your Profile Type
The 4 profile types, what each one changes in the app, and how to switch when your work changes.
Read guide →Your Home Screen, Explained
A picture tour of Home: every card, button, and shortcut, and what each one does.
Read guide →The Calculator, Explained
A picture tour of the Calculator: logging expenses, income, transfers, and loans in seconds.
Read guide →How to best use the Budgett app
The small daily and weekly habits that make Budgett useful, not just another app you forget.
Read guide →Planning your budget for next month
Plan next month's budget and expected income before it starts, so day one has a plan.
Read guide →Your Budget Tab, Explained
A picture tour of the Budget tab: every number, card, and button, and what each one tells you.
Read guide →Uploading Your Budget or Expense List
Paste your budget or expense list as plain text, and let Budgett sort it into categories.
Read guide →How to Manage Your Income
Set up your clients and payment slots, plan what you expect, and log what really came in.
Read guide →Understanding Your Expenses
How expenses are sorted, what Projected Spending means, and how to catch overspending early.
Read guide →Managing Your Categories
Hide, reorder, and add categories, unlock more for free, and set up sub-categories.
Read guide →Big Payments From a Loan or Savings
Pay for a lot, a car, or a renovation without wrecking this month's budget.
Read guide →How to Manage Your Bills
How bills, reminders, and payments work, so you stay ahead of every due date.
Read guide →Reminders, Auto Pay and Bill Date Automation
Reminders, Auto Pay, and Bill Date Automation: the three helpers that run your bills for you.
Read guide →Your Bills Tab, Explained
A picture tour of the Bills tab: the checklist, Relist, BDA, Auto-Pay, and more.
Read guide →Tracking Debts and Payment Plans
Track loans, cards, and installments month by month, and pay cards without counting twice.
Read guide →Credit Cards in Budgett
Card bills that build themselves as you swipe, paying without counting twice, and Credit Card Filters.
Read guide →Savings Accounts, Cash on Hand and Transfers
Track your banks, e-wallets, and wallet cash, and move money between them the right way.
Read guide →Your Emergency Fund and Health Score
See how many months you're covered, and what your 0 to 100 money health score means.
Read guide →How Savings Goals work
How goals connect to your accounts, track progress, and fund future expenses.
Read guide →Why we count savings as an "expense"
Why Budgett treats saving like a bill you pay yourself first, and why it works.
Read guide →Know Your Net Worth
What you own minus what you owe, and how Budgett shows if you're really getting richer.
Read guide →How Grocery SuperList works
Build your shopping list, track what you buy, and see what each trip really cost.
Read guide →Travel Budget and Trip Notes
Plan a trip's budget, keep day-by-day notes and checklists, and see what it really cost.
Read guide →Budgett Reports: Financial, Debt and XP
Your Financial, Debt, and XP reports: what each one shows and when they come.
Read guide →How Budgeting Earns XP
How good budgeting habits earn up to 100 XP every month.
Read guide →How Budgett XP and Ranking works
What XP is for, how ranks work, and why some actions don't earn points.
Read guide →Every Way to Earn XP
The full list of money habits that earn XP, with the limits for each.
Read guide →Finding and Fixing Transactions
Find any entry fast, understand the tags, and fix mistakes within your plan's limits.
Read guide →Using Budgett on Your Computer
Open Budgett on your laptop with Budgett Web: your whole money picture on a big screen.
Read guide →Budgett Web, Explained
A picture tour of Budgett Web's Home page on a computer.
Read guide →What's in Your Profile
A picture tour of Profile: every row, what it does, and which plan has it.
Read guide →Managing Your Account
Devices, fingerprint lock, passcode, password, security questions, and deleting your account.
Read guide →Make Budgett Yours
Your app color, your Home screen cards, shortcuts, and your Display Name.
Read guide →Using Budgett With No Signal
How Budgett keeps working offline and catches up when you're back online.
Read guide →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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