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Help & Guides

Find the next step for your budget: plan income and bills, record what happened, understand a forecast or work with a Goal.

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Search the published guides. Browse by section when you want to explore.

What are you trying to do?

Plan money coming in and going out
Organise where your money sits
Keep your plan aligned with what happened
Understand your budget over time
Work toward something specific
Understand the concepts

Plan money coming in and going out

Find and manage the budget you've already built
Use Manage Budget to find, filter and change the accounts, goals, income, expenses and transfers that make up your saved plan.
Plan income in Budgetezy
Add income once or on a repeating schedule so it appears in your plan on the dates you expect it.
Plan expenses and bills in Budgetezy
Schedule regular or one-off expenses so Budgetezy can place the planned amounts on the calendar and include them in projections.
Change something you've already planned
Find the saved item in Manage Budget when the future plan changes; use the Calendar's actual controls when the transaction already happened.

Organise where your money sits

Share household budgeting with a Budget Partner
Invite another Budgetezy user from User Profile, then mark eligible household accounts as shared so you can manage the budget attached to them together.
Organise your budget with accounts and transfers
Use Budgetezy accounts as planning buckets, connect planned money to them and use transfers when money moves between your own buckets.

Keep your plan aligned with what happened

Use the budget calendar to see money move over time
Navigate the Calendar by date, filter what you see, open planned events and use touch or drag shortcuts without losing the distinction between plan and actual.
Record what actually happened
Keep the original plan visible beside the date and amount that actually happened.

Understand your budget over time

Understand your Budgetezy dashboard
Open Dashboard to read the year ahead, switch between calendar and financial years, inspect upcoming cash flow and trace surprising numbers back to the plan.
Preview a budget change before you save it
Use Preview for a new income or expense, or What If for a broader scenario, so you can inspect projected effects before changing the live budget.

Work toward something specific

Find, add and manage your Budget Goals
Use Budget Goals to add a plan, return to its details, or find a completed or archived Goal.
Understand the five types of Budget Goal
Choose a Goal by the record and progress you want to follow, then open the guide for that type.
Plan a purchase or milestone with a Spending Target
Set a target and date, review the transfers implied by your account and funding choices, then follow recorded and future contributions.
Track an account target with Grow Your Balance
Choose the account to grow, decide whether to set a target, review the transfer plan and track the balance over time.
Track a debt balance and planned payments with Pay Off Debt
Connect or create a liability, enter payment details, review the payoff estimate and update the balance when a new statement arrives.
Track an income target with Grow Your Income
Link one existing income to a target on the same frequency, then follow how its current planned amount compares.
Keep planned income and expenses for an event or project together
Set the project's dates and limits, group its active income and expenses, and keep uncertain items as drafts until you are ready to include them.
Try project budget items without adding them to the active forecast
Keep a possible project item as a draft, test selected drafts in Calendar or Dashboard and leave them outside the active project allocation.

Understand the concepts

Planned vs recorded amounts in Budgetezy
A planned value describes the saved schedule; a recorded value describes what happened against an occurrence.
How recurring schedules appear in your budget
The saved schedule describes when Budgetezy generates planned occurrences; recording an actual remains separate.
How accounts and transfers affect Budgetezy totals
Accounts identify where money sits; transfers represent movement between accounts and are intentionally excluded from some ordinary cash-flow totals.
How projected cash balances are calculated
See how opening balances, income, expenses, transfers and recorded actuals combine into the Dashboard's month-end cash path.
Budget Goal calculation and progress terminology
Each Goal type uses its own source metric; progress labels describe stored/calculated values rather than recommending a target.

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