GuidesBudgets

Create a budget

Budgets are the foundation of Moniepot. Each budget covers a single calendar month and contains spending categories with individual limits.

Before you begin

You need a Moniepot account. Your first 21 days are free — no credit card required.

Create your first budget

  1. 1Go to Budgets in the sidebar.
  2. 2Click New budget.
  3. 3Fill in the budget name, total amount, and the month and year it covers.
  4. 4Click Continue to add spending categories.

Add categories

Categories let you track spending by area — groceries, rent, dining out, etc.

  1. 1Click Add category.
  2. 2Enter a name and a spending limit.
  3. 3Repeat for each area you want to track.
  4. 4Click Create budget when done.

You don't need to add every category upfront. You can add more later from the budget detail page.

Use a template

Start from a pre-built structure instead of scratch.

  1. 1Go to Budgets → Templates.
  2. 2Browse available templates.
  3. 3Click Use template on the one you want.
  4. 4Adjust the amounts to match your situation, then save.

Duplicate a previous budget

Copy an existing budget to a new month — all categories and limits are copied, transactions are not.

  1. 1Go to Budgets.
  2. 2Find the budget you want to copy and click the ⋯ menu.
  3. 3Select Duplicate.
  4. 4Choose the target month and year.
  5. 5Click Duplicate budget.

What's next

Share a budgetBudget alertsAdd a transaction