Back to BudgetLabs
Documentation
How to budget like you mean it.
Everything that ships with BudgetLabs, written down. Start with the Quickstart if you’re new.
Getting Started
New here? Start with these.
Budgeting Basics
The dashboard, categories, and transactions you log every month.
- The DashboardRead the zero-based dashboard: cards, progress bars, month navigation, and the quick-add button.
- CategoriesCreate, edit, and organize the buckets your money flows into and out of — including default splits for recurring shared expenses.
- TransactionsAdd, edit, find, undo, delete, split, and amortize the events that move your budget.
- CSV ImportBulk-load transactions from a bank or card statement export.
- Auto-categorization RulesTell BudgetLabs how to categorize transactions whose description matches a pattern you choose.
- Monthly Archive & Sankey FlowReview past months and visualize how income flowed through your categories.
- Calendar ViewSee transactions by day, drill into a date, track annual and multi-year renewals that auto-flow into your budget, and spot patterns the list view hides.
- Vacation ModePause a category for a defined window so it doesn't distort your monthly totals.
- Bill RemindersPay every bill on the optimal day — never early, never late — using a three-bucket queue, AI bill scanning, and auto-detected mark-paid.
- Annual EventsPlan for yearly and multi-year renewals — passport, vehicle registration, annual fees — so they never blindside a single month.
The Lab
Insights, scenarios, goals, and the terminal.
- InsightsThe customizable analytics dashboard: forecast, net worth, cash-flow Sankey, and trend signals.
- ScenariosRun what-if planning without touching your real budget.
- GoalsPersistent financial goals with live what-if trajectory charts: debt payoff, savings target, emergency fund, and net-worth target.
- TerminalA command-driven interface for power users who'd rather type than tap.
Hank (AI Assistant)
Talk to your budget. Import receipts and statements.
Assets, Debt & Net Worth
Track what you own, what you owe, and how the gap moves.
Account, Plans & Security
Subscription, security, and how your data is protected.