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Run a personal, business or project budget

  1. Budgets › New budget: give it a name, then choose its type: Personal, Business, Project or Accounts.
  2. Accounts: simply track your money, with no planning: balance of each account, income, spending and transfers.
  3. Personal: in Planning, enter your income, fixed costs and savings. What is left is what you can spend to live; the Overview splits it day by day.
  4. Add each expense to an envelope (groceries, going out…): today’s amount and the rest of the month update.
  5. Business: enter your opening cash and the amounts planned each month; the chart warns you if cash goes negative.
  6. Project: enter the total budget, the contingency and the cost lines; each expense is committed (signed quote) or paid.
  7. Share a budget like any document, for example with your partner.

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