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.
Envelope budget
Assign every dollar a job. Goals, overspending, and credit cards.
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.