Getting Started With Budger

Welcome to Budger! This guide will take you through the core principles and concepts you need to know to understand Budger. Budger is a simple, affordable budgeting app that lets you track your money

What you'll learn

• How to set up your first profile and choose the categories that match your finances.
• Tips for importing historical data or starting fresh with a new budget period.
• A preview of helpful tools (saving buckets, allocations, analytics) that unlock once you are ready for deeper tracking.

Onboarding checklist

1. Create your Budger account – sign up from the landing page or invitations your team sends.
2. Complete the welcome form – confirm your timezone, set the first budgeting month, and add the accounts you want to track.
3. Review the dashboard tour – after onboarding, Budger automatically launches a guided walkthrough so you can see every major section.
4. Enter a test transaction – the “Add Transaction” button is always available from the Overview tab; use it to log your first expense or income item.

Need more help?

Use the navigation on the docs homepage to find billing FAQs, troubleshooting tips, and deeper dives into every Budger feature. We're expanding these articles soon, so check back regularly.