Beyond Budget
Help Center
Help Center
  • Welcome
  • Why budgeting matters
  • Key features
  • Quick start guide
  • Interactive demo
  • About us
  • FAQ
    • Does the app have a web version?
    • Can I use the app on iOS devices?
    • How to switch from classic to zero based budgeting or vice and versa?
    • Does the app offer a free plan?
    • Does the app offer a lifetime payment option that includes future updates?
    • Which features will be built next, and is there a roadmap?
  • Budgeting Methods
    • Classic Budgeting
    • Zero-Based Budgeting
  • Basics
    • Dashboard
    • Targets
    • Credit cards
    • Overspending
    • Overallocation
    • Money reallocation
    • Projections
    • Forecasting
    • Financial health score
    • Starting over
    • Surplus Funds Overview
    • Groups and categories
    • Small debts
    • Large debts
    • Carry over amounts
    • Different pay cycles
    • Tracking investments
    • Credits & Refunds
  • Transactions
    • Overview
    • Expense
    • Income
    • Transfer
    • Recurring transactions
    • Future transactions
    • Management
    • Colors and notes
    • Sentiment
    • Tags
    • Payees
    • Location
    • CSV / PDF Export
    • Smart search
    • Templates
  • Accounts
    • Basic details
    • Recent Spending
    • Alerts
    • Balance projection
    • Types
    • Uncleared balance
  • Import transactions
    • AI Notification Importer
    • Smart AI Receipt Scan
    • OFX, QIF and OFC
    • CSV
  • Quality of life
    • Auto allocation
    • Pin category
    • Hide category balance
    • Quick Account Transaction
    • Quick Category Transaction
    • Quick Category Budget
    • Quick Category Insights
  • Insights
    • Where is my money allocated?
    • Where does my money go?
    • What's the big picture of my budget?
    • Where have I spent the most over time?
    • What is my net worth?
    • Am I living below my means?
    • Income vs expenses
    • Quick cash flow
    • Spending Comparison
    • Transaction map
    • Transaction calendar
  • Gamification
    • Badges
    • Online league
    • Streaks
    • 66-day habit
    • Levels
  • Settings
    • Security
    • Theme
    • Shapes
    • Color scheme
    • Category visuals
    • Home Customization
    • Budget preferences
    • Miscellaneous
    • Currencies
    • Keypad
    • Missing your emojis?
    • Multilingual Support
  • Nice to have
    • Shopping list
    • Warranty management
    • Family group
    • Widgets and Shortcuts
  • User Account
    • Exporting your data
    • Deleting your account
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Welcome

NextWhy budgeting matters

Last updated 2 months ago

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We're excited to help you take control of your finances with straightforward, affordable zero-based budgeting (or classic budgeting if that's more your style 😎). Whether you're just starting out or looking to fine-tune your money management, Beyond Budget is here to guide you every step of the way.

In this manual, you'll discover the key features of Beyond Budget, along with tips and tricks to make budgeting both easy and effective. From setting up your first budget to tracking your expenses like a pro, we've got you covered.

Ready to get started? Dive right in and learn how to make the most of your budget today!

The manual is currently under construction! Beyond Budget has so many features that we’ll be building this guide for a while. Thanks for your patience as we work to make it as comprehensive and helpful as possible!

Jump right in

Interactive demo

Hands-on guide to mastering your budget

Why Budgeting Matters

Taking control of your financial future

Key Features

Unlock the full potential of Beyond Budget

Quick start guide

Jumpstart your budgeting journey with our easy-to-follow guide

Zero-Based Budgeting

Give every dollar a purpose

Classic budgeting

Stick to simple, straightforward budgeting

FAQ

Dive into our frequently asked questions to find quick answers and helpful insights.

Gamification

Elevate your budgeting with badges, streaks, and online leagues.

Smart AI receipt scan

Convert receipts into transactions instantly.

AI notification importer

The crown jewel of seamless budgeting

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Join the Beyond Budget community on Reddit! Share tips, discuss budgeting strategies, and connect with others on the journey to financial freedom. Get insights, feature updates, and engage directly with the team
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