Budget & Categories
Create and manage your budget categories to track spending effectively.
Creating Your First Budget
Learn how to set up your first budget in Balance with income and expense categories.
→Adding Budget Categories
Learn how to add new income and expense categories to your budget in Balance.
→Editing Categories
Learn how to rename, adjust amounts, and delete budget categories in Balance.
→Setting Category Budgets
Learn how to set realistic monthly budget amounts for each category in Balance.
→Income Categories
Learn how to set up and manage income categories for salary, business income, and other money coming in.
→Expense Categories
Learn about essential, discretionary, and savings expense categories for effective budgeting.
→Category Recommendations
Suggested budget categories and amounts for couples at different income levels.
→Monthly Budget Reset
Understand how budgets reset each month and what carries over in Balance.
→Managing Your Budget
Master the Manage Budget page to reorder categories, make bulk edits, and optimize your budget.
→Budget Progress Tracking
Learn how to monitor your spending against budget with progress bars, color indicators, and spending alerts.
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