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Manage the budget

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What does this do for me?

The Budget workspace is the household finance hub. It shows an overview, lets you plan monthly spending by category, track transactions, manage receipts and taxes, set auto-categorization rules, and view bank statements.

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Set a budget category

  1. Open Budget in the Money section.
  2. Select the Budget Categories tab.
  3. Select Add Category, enter a name and monthly amount, then select Add.
  4. The Overview tab updates the total planned amount.

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Record a transaction

  1. Select the Transactions tab.
  2. Select Add Transaction.
  3. Enter the description, amount, and category. Select Add.
Manual transactions stay separate from linked bank account transactions.
  1. Select the Bank Statements tab.
  2. Select Add Bank Account.
  3. A Stripe Financial Connections window opens. Sign in to your bank and authorize the connection.
  4. After authorization, transactions from the linked account appear under Transactions.
Bank transactions are imported with a brief delay. The Overview tab shows linked account balances and refresh status.