Your Getting Started Checklist

💡Why It's Worth Finishing

• You learn your way around. Every step takes you to a different screen: Savings, Cash on Hand, Income, a category, Bills, and Grocery. By the end, you've visited every main part of the app.
• Your numbers are right from day one. Budgett can only tell you what's left if it knows what you have, what came in, and what goes out.
• Logging gets fast. With your accounts, income, and categories set up, logging a purchase takes a few seconds, because everything you need to pick is already there.
• It's optional. Skip any step and Budgett still works. You can come back to it anytime.

✅The Checklist, Step by Step

This is the checklist for a new Basic member who has already added one savings account. Tap any step to jump to the right screen.

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1. 1
   Your progress

   How many steps are done, like 1/8. HIDE folds the card while you work. Tap SHOW to open it again.

2. 2
   Unlock 4 more categories (Basic only)

   Go to Profile → Profile. Add your Full Name to unlock Entertainment and Shopping, and a Display Name to unlock Subscriptions and Credit Cards. Free, and they unlock right away.

   Read: Managing Your Categories →
3. 3
   Add your first Savings account

   Where your money is: a bank, e-wallet, or co-op. Type its real balance today. Income and expenses can then move money in and out of it.

   Read: Savings Accounts, Cash on Hand and Transfers →
4. 4
   Add money to Cash on Hand

   The cash in your wallet. Tap I withdrew cash to move money from an account, or I already have cash to type what's in your wallet now.

   Read: Savings Accounts, Cash on Hand and Transfers →
5. 5
   Add your income

   Log the money that came in this month. Do this before you log expenses, so Budgett doesn't wrongly warn you that you spend more than you earn.

   Read: How to Manage Your Income →
6. 6
   Log an expense (or upload your list)

   Log one real purchase with the + button. Already keep a list? Upload it instead of retyping it.

   Read: The Calculator, Explained →
7. 7
   Set a budget for one category

   Pick one category you spend on every month, like Grocery, and set a budget. Or upload your whole budget plan at once.

   Read: Your Budget Tab, Explained →
8. 8
   Add a single Bill

   Set a due date on one bill, like electricity. You'll see how reminders and the Bill List work.

   Read: How to Manage Your Bills →
9. 9
   Try the Grocery SuperList

   Just open a list and look around. You don't need to finish a trip for this step to count.

   Read: How Grocery SuperList works →

🔎How the Checklist Works

• Each step checks itself off the moment you really do it. There's nothing to tick by hand.
• Once a step is checked, it stays checked, even if you later delete that account or bill.
• The numbers count only the steps still left, so the next one to do is always number 1.
• When every step is done, the card disappears for good.
• Plus and Pro members don't see the "Unlock categories" step. They already have every category.