Building a Budget From Scratch

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04B1_Create-Budget.gif

If you choose to start from scratch, the Budget tool will present a list of spending categories.

To create budgets from scratch:

  1. Select the mceclip0.pngto the right of a category to create a budget for it.
    • A window will appear with a suggested amount for that category.
      mceclip1.png
  2. Enter the amount you'd like to allocate for that category, or simply leave the suggested amount as-is.
  3. Click mceclip2.png to create the budget for that category or mceclip3.png if you change your mind.
    • The newly created budget will appear at the top of the list in color.
  4. Repeat the steps above for all other desired categories.


To learn more about the Budgets tool, watch the quick clip here. 

 

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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