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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Interactive demo

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Last updated 8 months ago

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All the features shown in this demo are available on the free plan—completely ad-free and with no data selling. Enjoy full access without any hidden costs or hidden agenda!

Welcome to the Interactive Demo section of the Beyond Budget manual! This demo is designed to give you a hands-on experience with the app, guiding you through a basic budgeting scenario. Here’s what you’ll explore:

  1. Creating Categories: Learn how to organize your expenses by setting up categories that reflect your spending habits.

  2. Setting Targets: Understand how to define spending limits for each category to stay on track with your budget.

  3. Adding Accounts: Discover how to link your financial accounts to get a complete view of your money.

  4. Allocating Money: See how to allocate funds to different categories, ensuring every dollar has a purpose.

  5. Tracking Spending: Learn to monitor your expenses, making sure you stick to your targets and adjust as necessary.

  6. Gaining Insights: Dive into your financial data to see where your money is going, determine if you’re living within your means, and check your financial health score.

  7. Exploring Gamification: Discover fun features like streaks, levels, and the online monthly league to keep you motivated and engaged with your budgeting goals.

  8. Personalizing Your Experience: Customize your app with themes, shapes, and color schemes to make it uniquely yours.

The app is packed with dozens upon dozens of unique features designed to make managing your money both efficient and enjoyable. From advanced analytics and spending reports to goal-setting tools and community challenges, there’s always more to uncover. Download the app today and start exploring all that Beyond Budget has to offer. If you need guidance, you’ll find explanations for many of these features right here in the manual.



Don't forget to click the expand button on the top right for a full-screen experience!


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Download the app today and start to explore.
Beyond Budget - Budget Planner - Apps on Google PlayGooglePlay
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