Planning your Budget

The first time you create your Budget we'll walk you through a few items to get you started. You'll be able to come back here to re-plan your Budget whenever you need.

Your Budget Plan is divided into a few sections: Planned Amount, Monthly SavingsBills, and Regular Expenses. As you update the fields on this page you'll notice how your Monthly Plan chart updates based on this information.

Planned Amount - You can plan your budget based on the amount of your Monthly Take Home income from your Income Summary or a different amount that works for your household by toggling between the two views.



 

Monthly Savings - Enter the amount of money you want to save each month for your long term goals. This money is going to be used to help you achieve your current goal in Score Guidance. You can also update this amount from the “Set Aside Monthly Savings” step of your Score Guidance.


 

Bills  -  Add each of your bills that you have to pay every month, quarter, or year. You can always edit the frequency or end date of a budget item. You can also link any credit card or loan account to keep track of your balance. 




 

Regular Expenses - Here is where you can account for your everyday spending. You can use our default categories or create your own to customize your budget. Not sure where to start? Head over to the Trends page to look at your past spending in each category, this will give you a better idea of where you money is going.


 
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