Budget Basics¶

[!abstract] What You'll Learn Set up budget categories and accounts, then record your first income and expense.

Step 1: Open the Budget¶

Go to the Budget page (see Getting Started for Hub navigation). The page opens with six tabs: Dashboard, Transactions, Recurring, Categories, Accounts, Summary.

Step 2: Create a Category¶

Categories group your transactions so you can see where money is going.

1. Go to the Categories tab and click Add Category (+).
2. Fill in:

[!tip] Reorder categories Drag and drop categories by the handle on the left to rearrange them.

Step 3: Create a Budget Account¶

Think of accounts as wallets or bank accounts.

1. Go to the Accounts tab and click Add Account (+).
2. Enter a name (e.g., "Cash", "Bank Account") and save.

[!note] Default account Your first account is automatically the default. Change it later via the star icon. The default is pre-selected when creating transactions.

You can have multiple accounts and disable old ones instead of deleting them (to preserve transaction history).

Step 4: Record an Expense¶

1. Go to the Dashboard or Transactions tab and click Add Transaction (+).
2. Ensure Expense is selected (Income/Expense toggle).
3. Fill in the form (amount, date, account, category, optional description).
4. Save.

[!tip] Quick entry Use the Copy icon on an existing transaction to pre-fill a new form with the same values.

Step 5: Record an Income¶

Follow the same steps as an expense, but toggle to Income before filling in the form.

Step 6: View the Dashboard¶

The Dashboard tab gives you a monthly overview:

• Stats Summary — Total income, total expenses, and net amount (clickable to filter transactions).
• Category Pie Charts — Visual breakdown of where your money comes from and goes.

Use the month/year selector at the top to browse different months.

What's Next?¶

• More on Budget — All budget tutorials.
• Your First Marker — Add a location to the map.