5. How to Set Up a Budget

In this class, you will explore the budgeting tool that tracks your spending automatically after you’ve set your spending targets and linked accounts.

 

  1. Click the Spending tab at the top of your webpage.
  2. Click on the “Budgets” sub-tab. 
  3. Assign spending targets to categories.
  4. Click the Add a Budget button on the right-hand side
  5. Assign a dollar amount to a category. You can choose from dozens of preset categories, or you can add categories by clicking the Spending Settings button. 
  • There will be some transactions that you may want to reassign. Simply click the category shown for the transaction to change it and even assign a new rule to assign future transactions to this specific category.

 

Let’s move on to the next step:

HOW TO ADD EXPENSES AND SAVINGS
HOW TO USE YOUR VAULT