Getting set up with Budgeto
Create your account, set your first budget cycle to match your payday, and add your income and recurring expenses.
We're here to help
Find quick answers to the common questions, or reach out directly if you need a hand getting the most out of Budgeto.
Browse common topics
How recurring entries work
Learn how recurring income and bills are scheduled, edited, and applied so your cycle stays accurate with minimal effort.
Importing your data into Budgeto
Bring in historical transactions from CSV or statement exports when switching from a spreadsheet or another app.
Account and security
Manage your login, update your account details, and understand how your budgeting data is stored and protected.
All help articles
Search across every guide, or browse by topic below.
Account & security4 articles
Setting up two-factor authentication
Add an extra layer of security with an authenticator app, save your recovery codes, and fix common setup problems.
Troubleshooting common issues
Quick fixes for sign-in, sync, verification, two-factor, and import problems — plus how to reach us if you're still stuck.
Verifying your email address
How to confirm your email when you join Budgeto, what to do if the link or code doesn't work, and how to get a fresh one.
Account and security
Manage your login, update your account details, and understand how your budgeting data is stored and protected.
Getting set up2 articles
Importing data1 article
How to get help
Most questions get sorted fastest through the self-serve stuff, then a direct message if you still need us.
- Have a peek at the FAQ on the About page for setup, pricing, security, and switching questions.
- Still stuck? Use the in-app feedback option to flag an issue with a bit of context.
- For account or billing stuff, drop us a line and we'll aim to get back within a couple of business days.
Still need help?
Can't find what you're after? Send us a message and the team will get back to you, usually within a couple of business days.