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Create a budget
Create a main budget, set category amounts, and compare the plan with your categorized transactions to catch overspending early.
Start with the main budget and a short list of categories that match real decisions, such as housing, groceries, transport, subscriptions, debt, and savings.Review the plan after a full month. Change a limit when it is consistently unrealistic, not every time one purchase makes the month unusual.
Step-by-step guide
Desktop web walkthrough
Follow these steps in the current product UI. Use the platform switcher to show instructions for another supported platform.
1
Open the main budget
Open Budget, then Main budget. Add or edit the category amounts for this month's activity.
2
Create another budget when needed
Open the budgets list to create a separate plan. Give each one a clear scope.