Getting Started with Whizbudget

A Guide to Managing Your Finances

Key Features of WhizBudget

Accounts dashboard showing balances for cash, checking, savings, and other accounts in WhizBudget app

Accounts

The Accounts section helps you track where your money is stored. Here, you can:

  • View balances for different accounts (cash, checking, savings, etc.).
  • Add new accounts or edit existing ones.
  • Transfer money between accounts to keep records accurate.

Categories

With Categories, you can organize and analyze your spending. This section allows you to:

  • Add and customize categories for your expenses (groceries, dining, bills, etc.).
  • Track how much you're spending in each category.
  • Identify areas where you can save money.
WhizBudget categories overview for classifying and tracking expense groups like groceries, bills, and more
Transactions history in WhizBudget app showing expenses and income by month

Transactions

The Transactions section provides a detailed history of your financial activity. Here's what you can do:

  • View all transactions, organized by month.
  • Add, edit, or delete transactions to keep records up to date.
  • Transfer funds between accounts.
  • Categorize transactions for better tracking.

Overview

The Overview section gives you a big-picture view of your finances with visual insights. You'll see:

  • Your total income, expenses, and balance for the month.
  • Graphs and charts to help analyze spending habits.
  • A quick summary of where your money is going.
Finance summary and spending analysis charts in WhizBudget Overview section

By using these features, you can take full control of your finances and make informed financial decisions. Start exploring WhizBudget today to manage your money effortlessly!