How-To Guides

Short walkthroughs for common things you'll do in Under Budget.

Getting Started

What UnderBudget does, and the five steps from a new account to a budget that tracks itself.

Create a Budget

Add spending categories with monthly amounts, colors, subcategories and recurring bills.

Add a Transaction

Enter a transaction by hand, from the Transactions page or the Monthly Overview page.

Link a Bank Account with SimpleFIN

Connect a bank or credit union through SimpleFIN Bridge so transactions pull in automatically.

Recurring Bills and Rules

Give every bill a rule: how it's matched, how often it comes (weekly to yearly) and what it costs, plus price changes and cancelled subscriptions.

Plan for Upcoming Bills

Read the bills-to-come part of your budget bars, bill-aware pace and the everyday-spending chart.

Set Up a Split Cost Rule

Calculate your share of a cost you split with someone else, like groceries or utilities.