User Guide - Basics

Transactions

Adding Transactions on the Transactions tab will be the most important part of your time budgeting. When adding Transactions, make sure to fill out the Pen tab for date, account type, amount, and one from {balance transfer, deposit, and the expense categories}.

Transactions are also tracked through the linked Google Form. Every transaction is compiled on the Book tab.

Accounts

In the Accounts section, under the appropriate header, simply add in the names by which you refer to your accounts. These accounts, such as Checkings Accounts or Savings will be the accounts you use for monthly budgeting. Some accounts like student loans, mortgages, or other non-credit card debt will be better tracked in the savings and debts tabs as they are not “budget” accounts 

Budgeting

Budgeting

In the Budget Tab, each academic quarter {Fall, Winter, Spring, Summer} is separated into three months. Under each month, you can view you activity highlighted in grey and plan your budget for the month. Budgets are estimates of your money flow for the time period.