Everything you need to master Budgeteer Pro
Learn how to take control of your finances with our comprehensive guide. From setting up your first account to advanced budgeting strategies.
Quick Start Guide
Follow these simple steps to set up your financial tracking system.
Create Your Account
Sign up with your email to get started. No credit card required.
Add Your First Account
Connect a bank account or add one manually to track your balance.
Set Up Categories
Organize your spending with custom categories or use our defaults.
Create Your First Budget
Set spending limits for each category to stay on track.
Start Tracking
Add transactions and watch your financial picture come to life.
Everything You Need to Know
Detailed guides for every feature in Budgeteer Pro.
- Add unlimited accounts
- Manual or automatic balance tracking
- Account categories and tags
- Transaction history per account
- Quick transaction entry
- CSV import support
- Recurring transaction templates
- Transaction search and filters
- Monthly budget limits
- Category-based budgeting
- Budget vs actual tracking
- Rollover budgets
- Create custom categories
- System default categories
- Category icons and colors
- Spending by category reports
- Multiple debt tracking
- Payoff strategy calculator
- Debt payment scheduling
- Progress visualization
- Create savings goals
- Track progress over time
- Contribution scheduling
- Goal completion tracking
Tips for Success
Expert advice to help you get the most out of Budgeteer Pro.
Use Categories Consistently
Assign every transaction to a category for accurate budgeting and reporting.
Review Your Budget Weekly
Check your spending against your budget to stay on track throughout the month.
Set Realistic Goals
Start with achievable targets and adjust as you learn your spending patterns.
Import Bank Statements
Use CSV import to quickly add multiple transactions at once.
Track Everything
Even small purchases add up. Record every transaction for accurate insights.
Use Savings Goals
Break down large purchases into manageable monthly savings targets.
Save time by importing your bank statements directly into Budgeteer Pro. Our CSV import tool supports most bank formats and automatically categorizes your transactions.
How to Import:
- 1Export your bank statement as a CSV file from your bank's website
- 2Go to the Transactions page and click "Import CSV"
- 3Upload your CSV file and map the columns
- 4Review and confirm the imported transactions
Budget Together with Your Household
Share budgets with family members or roommates for better financial coordination.
Shared Budgets
Create budgets that multiple people can view and contribute to. Perfect for couples, families, or roommates managing shared expenses.
- Real-time updates for all members
- Role-based permissions
- Activity tracking and history
Getting Started
Invite team members to your organization and start collaborating on budgets right away.
Invite Team MembersFrequently Asked Questions
Is my financial data secure?
Yes! We use bank-level encryption to protect your data. We never store your bank passwords and all data is encrypted both in transit and at rest.
Can I use Budgeteer Pro for free?
Yes! Budgeteer Pro is currently free during our beta period. All features are available at no cost.
Can I import data from other budgeting apps?
Yes! You can import transactions via CSV from most banking and budgeting applications.
How do I share my budget with my partner?
Go to Settings and invite team members to your organization. They'll be able to view and edit shared budgets.
What if I need help?
We're here to help! Contact our support team through the app or email us directly.
Ready to Take Control of Your Finances?
Join thousands of users who are already managing their money with Budgeteer Pro.