How do I build my budget for a new month?

Modified on Fri, 5 Apr, 2024 at 1:17 PM

Click here to watch a video on how to build your budget to start a new month!


  1. Go to the Budget page.
  2. Look for the middle column titled Budget - this is your goal or planned amount to spend/ receive for each category.
  3. Adjust the budget amount for applicable categories until you see your balance in the upper right to $0.

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