SpendMoney Tutorial

New here? Start here.

No finance jargon. Just quick steps.

Quick start: 5 simple steps

1. Set your monthly money coming in.

   This is the money you can plan with this month.

2. Create spending groups (called Categories in the app).

   Examples: Rent, Groceries, Transportation, Utilities.

3. Set a spending limit for each group.

   Pick the max amount for each group.

4. Upload or add transactions.

   Upload a CSV/Excel file, or add spending one row at a time.

5. Review what is left.

   Check each group and your total left to spend.

Plain-language terms

Allocation

A spending limit for one group.

Money coming in

Your income for this month.

Remaining

What you still have left after spending.

Funds

Savings buckets for goals, emergencies, or future bills.

Go to the right page

Choose where you want to start: