There are three steps to the Budget Pro workflow.

The workflow assumes you have a working Budget, if you need help creating your first Budget, check out our Getting Started page.

Step 1 - Balances

To be able to generate our projections Budget Pro needs to know the current balance for each of the accounts you are tracking.

  • To update one or more balances, use the "set balance" button on the Budget overview
  • To update a single balance, use the edit button next to the account name in the projections
Set the current balance for each account

Step 2 - Mark as paid

For the current month, we need to know which of your expenses are paid, these are the expenses which happened before today.

  • You can mark one or more expenses as paid from the Budget overview
  • You can toggle the paid status of a single Budget item for the detail screen
  • Budget Pro logs all changes so you can see when and who marked an expense as paid
Mark multiple budget items as paid

Step 3 - Projections

Once we know your account balances and which expenses not to include we can generate your projections. We generate projections for each account you track and you can travel as far into the future as you would like.

  • Our projections are immediate, they are generated live
  • You can forecast a saving target
Budget Pro projections for expense account