There are options Getting Started

Here we outline the multiple ways that you can get your budget started with Budget Pro. Once your registration is complete, you will be able to choose your preferred option. Once you have built your budget, our Workflow explains how to manage it so that you’ll reap the benefits of budgeting.

Use our Q&A Tool

You can use our Q&A tool to quickly build your budget. The tool will guide you through multiple questions about your finances. Simply answer the questions and the app will generate your budget based on the information you provide.

If you don’t want to answer all of the questions, you can skip topics and also come back to the tool later. Once your budget has been generated, you will be able to make adjustments as needed.

Options for getting started with Budget Pro

Import from our free Budget App

If you already have a budget in our Free Budget App, you’ll be able to import it into Budget Pro. This saves you the hassle of starting your budget all over again!

To learn more about how Budget Pro works, check out the Budget Pro FAQs.

Import your Budget

Create from a list

Another option for getting your budget started quickly is to generate it from a list of expenses. We’ll provide a form which you simply add all your income and expenses to.

Once your budget has been created, you’ll be able to add Savings to it too!

Snippet of the Budget item list

Build your budget manually

Building your budget manually gives you full control over the detail from the start. Add your budget items, along with the frequency with which they occur for a fully customised budget. You can take your time imputing your information and if you’d like, we can save your information and you can return to it later.

This option may take a little longer but you’ll be able to add all the details for your budget from the get go.

Budget Pro projections for expense account