Budget Creation & Personalization

Budget Creation & Personalization

If you scroll through your budget on the Budget page, you'll see a list of categories that were added to your account out of the box based on your preferences during account creation. These will be some basic budgeting items like phone, water, groceries, and things like that. You'll want to go through these categories and customize them for you… changing the targets, titles, emojis, and so on!

You don't have to do this all at once… start with the basics and go from there. We like to recommend asking yourself "what are my bills… what are my needs…what are my savings goals… and what are my wants" to help guide how you customize your categories.