Creating your first budget

A budget in MoneyVue is just a target amount per category per month. You can set targets for as many or as few categories as you want — there is no obligation to budget every line.

Start small

1. Pick three categories that drive most of your spending. (Often: groceries, restaurants, and gas.)
2. Open the Budgets page and click into the current month.
3. Set a target for each. Don't over-think the numbers — you can adjust month over month.

What the colors mean

• Green — you're under 75% of your target.
• Yellow — you're between 75% and 100%, or on pace to overspend by month-end.
• Red — you're over budget.

Next steps

• How rollover works — carry unspent budget forward each month.
• Sinking funds — save for irregular expenses like annual insurance.
• Budget settings — choose Flex or Category mode and set your default apply behavior.