Documentation
A guide to envelope budgeting in Project Budget. Each category below is a short series of focused pages.
Getting started
Set up your first profile, accounts, and categories.
Accounts and register
Add accounts, enter transactions, transfer money, reconcile.
Transactions
Splits, transfers, filters, bulk edits, and keyboard shortcuts.
Envelope budget
Assign every dollar a job. Goals, overspending, and credit cards.
Recurring
Templates that surface on the due date — never post automatically.
Calendar
Day, week, month, and year views of what posted and what's coming.
Reports
Make sense of where your money goes — and where it's going.
Importing data
Bring transactions in from CSV, OFX, QFX, QIF, or GoCardless exports.
Profiles and backups
Multiple budgets in one browser. Daily snapshots and export.
Privacy and security
What lives in your browser, what never leaves it, and how to self-host.