Budgeteer Pro
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User guide

Everything in Budgeteer Pro, explained in plain language — from your first transaction to a full monthly close. Applies to both the web app and the iOS app.

Getting started

From a fresh account to a working budget in about fifteen minutes.

Dashboard

The month at a glance: KPIs, personalized insights, and what's coming.

Transactions

Every transaction, searchable and filterable, with bulk tools when you need them.

Accounts

Balances, account details, and your net-worth picture in one place.

Categories & budgets

Organize spending, set budgets, and let history do the proposing.

Recurring

Every detected paycheck, bill, and subscription — managed in one hub.

Cash flow

Money in, money out, and how long your cash actually lasts.

Analytics

Trends, comparisons, and the long view of your spending.

Savings goals

Targets with progress, pace, and contributions tied to real money.

Debt

Cards and loans with real rates, and payoff plans that compare honestly.

Review

The triage queue that keeps everything downstream accurate.

Settings & profile

Your account, household, notifications, and data — including export and deletion.

Budgeteer Pro

A premium financial workspace for shared budgeting, smart forecasting, and calm monthly planning.

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