How It Works

Once you have added all your income and expenses to your Budget, there are two parts to the workflow. Check below to see how it works.

Learn how to define your Budget with our Getting Started page.

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Step 1: Update Your balances

Set the current balances for any of the accounts known to Budget.

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Step 2: Mark as Paid

For the current month, we need to know which items have already been accounted for. Select the budget item and "Mark as Paid".

Image of budget projections, calculated from balances and known budget items

View Your Projections

Once we know your starting balances and everything due to come in and go out, we can generate your projections.