Getting set up with Budgeto

This guide covers the sign-up and profile steps, then the basic budget setup.

 

1. Verify your account and finish your profile

 

Create an account with your email address and password, then confirm the email
using the six-digit code sent to you. After verification, complete the profile
wizard. You can add a preferred name (or skip it), confirm your region, choose
preferences and categories, and continue on the Free plan or choose a paid plan.

 

2. Set your budget cycle

 

Your budget cycle is the window between one payday and the next. Match its
start date to the day you are usually paid, and choose weekly, fortnightly,
monthly, or a custom cycle length. Budgeto also uses your selected time zone
when setting up cycle dates.

 

3. Add income and expenses

 

Add income and expenses for your current cycle so the dashboard can show your
leftover and spending. You can enter them manually. On web, the income and
expense forms also import CSV, TSV, and XLSX files; see
Importing your data for supported formats and
how dates are handled.

 

4. Add recurring entries if you want

 

Recurring income and expense rules can add predictable entries on their due
dates. Free allows up to three recurring transactions total across income
and expenses. Paid plans allow more. You can skip recurring setup and add rules
later. In setup, choose Apply right away only for a rule you have already
been charged for in this cycle; otherwise it starts from its next due date.

 

With your cycle and entries set up, the dashboard shows the current cycle's
leftover and spending. Add variable expenses as they happen and check the
numbers when useful.

 

Want a gentle plan for the first week? Read
A realistic first week with Budgeto.