What is a Budget?

Balance Money Budgets are an automatic way to help you know how much you are spending in specific categories. When your budgets are set up this will help you have better financial health. Balance Money Budgets can help you make financial decisions, helps you identify any waste, and give you peace of mind. The following instructions will guide you through setting up your first budget. 

Set up a Budget 

1. Open the Balance Money App
2. Tap Manage Money in the bottom right-corner
3. Tap Budget at the top-left
4. Tap (+) in the middle-right
5. Choose a Recommended Budget or Create My Own
6. Input goal specifications (i.e. name, per-check or monthly, budget amount)
7. Tap Save at the top-right corner

How to Edit a Budget 

1. Open the Balance Money App
2. Tap Manage Money in the bottom right-corner
3. Tap Budget at the top-left
4. Select desired budget
5. Tap Edit at top-right
6. Enter desired edits (you can add or remove transaction types here to customize your budget)

How to Delete a Budget 

1. Open the Balance Money App
2. Tap Manage Money in the bottom right-corner
3. Tap Budget at the top-left
4. Select desired budget
5. Scroll to bottom
6. Tap Delete