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User guide

Practical steps from your first transaction to accounts that check themselves against your bank. Screenshots show the web app; iPhone controls may have different names. The native iPhone app is available now on the App Store.

Get started

Getting started

Build a first budget with manual entry, imports, or optional bank sync.

Accounts

Balances, account details, and your net-worth picture in one place.

Categories & budgets

Organize spending, set budgets, and let history do the proposing.

Everyday money

Dashboard

The month at a glance: KPIs, personalized insights, and what's coming.

Transactions

Every transaction, searchable and filterable, with bulk tools when you need them.

Recurring

Every detected paycheck, bill, and subscription — managed in one hub.

Cash flow

Money in, money out, and how long your cash actually lasts.

Analytics

Trends, comparisons, and the long view of your spending.

Savings goals

Targets with progress, pace, and contributions tied to real money.

Debt

Cards and loans with real rates, and payoff plans that compare honestly.

Review and account checks

Review

The triage queue that keeps everything downstream accurate.

Account and membership help

Settings & profile

Your account, household, notifications, and data — including export and deletion.

Budgeteer Pro

Plan your own finances or share a household budget. On the web and on iPhone.

Download Budgeteer Pro on the App Store

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