Everything you need to get the most out of BudgetViz. Browse guides covering setup, daily use, analytics, automation, and more.
Each guide covers a core area of BudgetViz in detail. New to the app? Start with the getting started guide — it walks you through the full setup from scratch.
A step-by-step walkthrough of setting up BudgetViz from scratch — accounts, categories, recurring transactions, budgets, portfolios, reports, and security.
Everything you need to know about recording, managing, and automating your financial transactions in BudgetViz.
Budgets are how BudgetViz turns your transactions into actionable financial goals. Set targets, track progress, and understand exactly where your money goes.
Portfolios give you a clear picture of where you stand financially — see how your assets and liabilities evolve over time, monitor debt reduction, and track investment growth across any combination of accounts.
Custom reports are BudgetViz's most powerful analytics feature. Build personalized chart-based analytics to answer any question about your finances — from daily spending patterns to long-term net worth trends.
Track money lent, money borrowed, and running tabs with friends and contacts — fully integrated into your portfolio, net worth, and financial reports.
See where your money is headed. Forecast upcoming expenses and income, project long-term investment growth with compounding returns, and explore what-if scenarios.
Everything you need to bulk-import transactions into BudgetViz or export your data for use in spreadsheets and other financial tools.
Turn your banking and payment notifications into automatic transactions. Define patterns that match your notifications and let BudgetViz create transactions hands-free.
Add transactions to BudgetViz automatically — without opening the app manually. Perfect for hands-free expense tracking with automation tools like Tasker, Automate, or IFTTT.
Looking for something specific? Each guide is self-contained, so you can jump straight to the topic you need. If you're just getting started with BudgetViz, the getting started guide is the best place to begin.