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Using budget templates

Updated over 3 weeks ago

Using budget templates

Budget templates help you quickly set up a complete budgeting system based on proven frameworks and common spending patterns.


Available templates

  • 50/30/20 Rule - Allocate 50% to needs, 30% to wants, and 20% to savings

  • Zero-Based Budget - Assign every dollar a purpose until you reach zero

  • Essential Spending - Focus on essential categories like housing, food, and transportation

  • Custom Template - Create your own template based on your needs


How to use a template

  1. Go to Budgets and click "Use Template"

  2. Select a template that fits your goals

  3. Adjust the amounts based on your income

  4. Click "Create Budgets" to activate

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