Follow these steps to set up your BudgetRealm account and start tracking your finances.
Sign up with your email and a secure password. Your data is encrypted and stored securely in our database.
Navigate to Accounts in the sidebar. Add each of your bank accounts, credit cards, and investment accounts with their current balances.
Go to Transactions and start adding income and expenses. You can also import transactions from bank statements via Bank Upload.
Go to Budget and click '+ New Budget'. Use the zero-based budgeting approach — give every dollar a job until income minus all line items equals zero.
Navigate to Goals and create your first goal. Whether it's an emergency fund or a vacation, setting a target keeps you motivated.
Go to Bills & Subscriptions and add every recurring payment. Set due dates and BudgetRealm will help you stay on top of what's due.