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Setting Up

Create your login​

When you first connect to Budget Board, create an account by selecting Register Here at the bottom of the login box.

note

If you've configured an email sender in your compose file, check your email for a confirmation link before you can log in.

Add accounts​

After creating your login, set up the accounts you want to track. You can add accounts in several ways.

Sync via SimpleFIN​

See the SimpleFIN Sync page for more details.

Manually create accounts​

See the Accounts page for details.

Add transactions​

Now that your accounts exist, add transactions.

Sync via SimpleFIN​

If you've linked SimpleFIN, transactions are imported automatically when you run a sync.

Import via CSV​

For bulk imports, use a CSV file. See Import via CSV for details.

Manually create transactions​

Create transactions manually on the Transactions page by clicking the + button in the top-right. Fill out the required fields and click Submit.

tip

Useful for one-off transactions, such as a single cash purchase.

Categorize transactions​

With transactions added, assign categories.

Category hierarchy​

Categories are organized as parents (broad areas, e.g., Food & Dining) and children (more specific, e.g., Groceries, Restaurants).

Custom categories​

Budget Board includes default categories. To add custom categories, open Transactions Settings (gear icon on the Transactions page). A custom category can be a parent or a child—if it’s a child, specify its parent.

Assigning categories​

Manually​

Open a transaction on the Transactions page and select a category from the dropdown.

Automatic rules​

Create rules in Transactions Settings under Automatic Rules to categorize transactions based on conditions. Rules are applied during sync.

tip

Automatic rules are helpful for recurring transactions that always use the same category (for example, monthly utilities or rent).

Create budgets​

After you have account and transaction data, set income and expense targets. See the Budgets page for details.

Set goals​

Create goals to track savings targets or paying off debt. See the Goals page for details.