How do I create a Budget?

Select the BUDGETS widget. Enter the name of the budget in the field below "Budget Name."

  • SELECT YOUR ACCOUNTS: Check the box next to the account or accounts you want to be a part of the budget.
  • EXPENSES: Choose from the drop down list and enter the dollar amount budgeted You can add a category by selecting the Add a Category button.
  • INCOME: Choose from the drop down list and enter the dollar amount budgeted You can add a category by selecting the Add a Category button.

To create and save your budget, select the Create Budget button.