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🎓
Step-by-Step Walkthroughs
Follow these guides to master BudgetRealm's core features.
📊
Create Your First Budget
1
Open Budget
Click 'Budget' in the left sidebar under the MAIN section.
2
Create new
Click the '+ New Budget' button in the top right corner.
3
Name it
Enter a name like 'Monthly Budget — June 2026' and click Create.
4
Add income
Click '+ Add Line', set Type to 'income', enter your salary or other income sources.
5
Add expenses
Add line items for rent, groceries, utilities, entertainment, etc. with Type 'expense'.
6
Add savings
Add lines for emergency fund, retirement, and goals with Type 'savings' or 'investment'.
7
Check balance
The zero-based indicator at the top shows remaining unallocated funds. Aim for $0.00.
8
Save
Click 'Save Now' or let auto-save handle it after 1.5 seconds.
📋
Tracking Bills & Subscriptions
1
Open Bills
Click 'Bills & Subscriptions' in the left sidebar under PLANNING.
2
Add a bill
Click '+ Add Bill'. Enter the name, category, amount, and due day.
3
Set frequency
Choose monthly, weekly, quarterly, or yearly depending on how often it recurs.
4
Enable auto-pay
If the bill is automatically paid, check the 'Auto-pay enabled' checkbox.
5
Track status
Bills show as Upcoming, Paid, or Overdue. Click '✓ Paid' when you pay one.
6
Filter view
Use the status and category dropdowns to filter which bills are shown.
7
Clear demo data
Use 'Clear demo bills' to remove sample data and start with your real bills.
🎯
Setting Up a Savings Goal
1
Open Goals
Click 'Goals' in the sidebar under PLANNING.
2
Add goal
Click '+ Add Goal'. Enter the goal name, type (emergency, vacation, etc.), and target amount.
3
Set deadline
Optionally set a target date. BudgetRealm calculates how much you need to save per month.
4
Add contribution
Enter an amount in the 'Add contribution' field on the goal card and press Enter.
5
Track progress
The progress bar fills as you contribute. Celebrate milestones as you get closer!
6
Link to account
Optionally link the goal to a specific savings account for clarity.
🏦
Managing Debt Payoff
1
Open Debt Tracker
Click 'Debt Tracker' in the sidebar under ANALYSIS.
2
Add debts
Click '+ Add Debt'. Enter the name, type, current balance, minimum payment, and interest rate.
3
Choose strategy
Sort by 'Rate' for avalanche (pay highest rate first) or 'Balance' for snowball (smallest first).
4
Make a payment
Click '💰 Make Payment' on any debt card. Enter your payment amount and click Apply.
5
Watch balances drop
After applying a payment, the balance updates immediately and saves automatically.
6
Celebrate payoffs
Once a balance reaches $0 after a full payoff payment, the debt is removed from your list.
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