Introduction Video

Brief

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Hello, and welcome to BreadBudget!

Congratulations on embarking on your financial journey. Right now, things may seem a bit empty, but rest assured, as you continue to use BreadBudget, tables and charts will populate with data, assisting you in keeping track of your finances.

This brief video is designed to help you understand the basics of BreadBudget. However, feel free to explore on your own. Should you wish to revisit this tutorial at any point, it's always available on the Resources page.

Getting Started

Let's start by navigating to the 'Categories' page to create a few categories. These categories will help group your income and expenses, and ultimately play a crucial role in building your monthly budget. Let's add a few, such as: Shopping, Work, Food & Drink, and Bills.

Once we have the categories in place, we can begin documenting our income and expenses. For instance:

• I received my paycheck on the first of this month, so I'll log an income entry under the 'Work' category, for an amount of 1,000.
• I paid my rent on the 5th,
• I dined out on the 7th,
• I purchased groceries for the week on the 3rd.

Although these are just a few examples, your entries may be more numerous. To demonstrate this, I'll quickly add a couple months' worth of data. To gain a thorough understanding of your spending habits, we suggest manually entering your transactions initially. For efficiency, you can export statements from your bank and import them directly into BreadBudget or link your bank account to BreadBudget for daily automatic syncs of your income and expenses.

Monthly Breakdown

Upon logging some income and expenses, visit the 'Monthly Breakdown' to better understand your spending habits. Categories are grouped together, with their totals clearly displayed. For instance, I've just realized I spend quite a bit on food! You can also review your total income and expenses for the month and calculate your net income.

Setting up your Budget

Next, we'll set up your 'Budget'. Initially, this page will be blank. To view your budget, you first need to create a template. You can make as many templates as you like to experiment with different budgets. Let's create a simple one where I allocate $2,000 to bills, $200 for food, and $150 for shopping. With our template ready, we can return to the 'Budget' page and assess our performance for the month. Room for improvement, but not too shabby!

Advanced Features

That covers the essentials of using BreadBudget. Advanced features such as the Dashboard, Goals, Stocks, and Crypto are available to help you make the most of BreadBudget. Detailed information about these pages can be found on our Resources page.

Download our App

For an even more convenient budgeting experience, consider downloading our app from the Google Play Store or Apple App Store.

Your Financial Journey

We wish you success on your financial journey! Always remember, the secret to wealth is quite simple: live within your means, invest the surplus, and stay patient. It's a marathon, not a sprint. Happy budgeting!