Getting Started

There are options!

There are multiple ways to get started with Budget Pro and we will continue to add new options overtime. If you have a working Budget, please check out the Workflow page to see how Budget Pro works day to day.

Multiple options

There are multiple ways to get started with Budget Pro. We have a guided option to step you through the process, manual mode for people who want full control and options for people in the middle.

  • If you have a Budget in our open source App, you can import it into Budget Pro
  • We can create a Budget from a list of expenses
  • We have a guided tool where you answer questions and we create your Budget for you - In Progress
  • There is a manual mode for people who want full control
Options for getting started with Budget Pro

Import

You can import your existing Budget into Budget Pro.

  • If you have a Budget in out open source App, you can import it in and we will do the rest
  • Overtime we will add additional import tools
Import your Budget

Generate from list

If you want to get started quickly, you can generate a Budget from a list of expenses.

  • You can take your time with the list, we will save your data so you can come back later
  • When you create a Budget from a list you are initially unable to add savings
  • Once your Budget has been created, you have full control
Snippet of the Budget item list

Manual

If you want to control everything, opt for manual mode.

  • You need to create an account to get started
  • As soon as you have one account you can create any of the expense types
  • Manual mode allows you to set frequencies and exclusions immediately
Budget Pro projections for expense account