Adding a Budget

    Click the three horizontal dots next to the current budget name (default: My Budget) at the top of the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap the menu icon in the top-left corner, then tap the three horizontal dots next to the current budget name.
    Click New Budget from the dropdown menu.
    In the New Budget dialog, enter the name of the new budget in the Budget Name field.
    (Optional) Select the Add Sample Categories checkbox if you want to include predefined expense and income category groups and categories.
    Click Create Budget.
After the new budget is created, you are automatically redirected to the Budget Settings tab of the Settings page. Here you can configure:
  • Locale
  • Currency
  • Budgeting method
  • Other budget-related settings
To learn more about these settings, see:  ⁠⁠Settings⁠