Budget - Full Control · Video guide
Learn to use Budget
Build an annual budget, plan your month and see whether your bills account can cover what’s ahead. Follow along with the sample budget or jump straight to a feature.
Getting started
Open the sample budget and find your way around.
Categories and budget items
Create, name and organize your income and expenses.
One-time and recurring amounts
Enter a bill once or fill several months at a time.
Year totals and monthly averages
Read income, expenses and what is left across the year.
Monthly plan
Allocate your income to spending, bills and savings.
Bills account forecast
Set a starting balance, spot a shortfall and test a higher transfer.
Savings
Follow planned contributions and record purchases from savings.
Loan documents
Find and preview PDF documents attached to your budget.
PDF, backup and sync
Export a PDF, keep a budget file and choose how to sync it.
Language, currency and budgets
Change display options and keep projects in separate budgets.
Build your own budget
Put the walkthrough into practice with your own first budget.