Create a budget
Open Budgets and set category spending limits for the period you want to track. Start with frequently recorded everyday expenses.
Monitor usage
Assign the correct categories to expenses. Budgets rely on recorded transactions, so missing records also mean incomplete budget usage.
Set a savings goal
Open Goals, choose a purpose, and enter a target amount. Record contributions for money actually set aside. A goal is a record, not a new bank account.
Review regularly
Compare plans with actual records in Reports. Adjust budgets when needs change, rather than only to remove an overspending indicator.