
If you choose to start from scratch, the Budget tool will present a list of spending categories.
To create budgets from scratch:
- Select the
to the right of a category to create a budget for it.
- A window will appear with a suggested amount for that category.
- A window will appear with a suggested amount for that category.
- Enter the amount you'd like to allocate for that category, or simply leave the suggested amount as-is.
- Click
to create the budget for that category or
if you change your mind.
- The newly created budget will appear at the top of the list in color.
- 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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