> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pcnaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage the budget

> Set monthly budget categories, track spending, and link bank accounts through Stripe Financial Connections.

# Manage the budget

## 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.

## 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.

## 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.

## Link a bank account

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.


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