How-to guide

How to Build a Monthly Budget

  1. Set category budgets manually or tap Suggest from spending for averages.
  2. Pace markers show expected spend based on day of month.
  3. Adjust inline; dashboard and reports update live.

Feature detail: Budget Planner · Help article

FAQ

Frequently asked questions

How to Build a Monthly Budget?
Set category budgets manually or tap Suggest from spending for averages. Pace markers show expected spend based on day of month. Adjust inline; dashboard and reports update live.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

Start free trial

30-day free trial · CA$7.99/mo after · Cancel anytime