Get started with these 4 simple steps
Budgeting is simple! and yet it can give profound impact to our financial life. Someone who budget can save more 30% of their income on average compares to those who don't. Let's start by learning the basic, we have 4 simple steps to get you started, it won't take longer than 5 minutes.
Learn about budgeting with EPSpecific topics and features
Everypocket is packed with features and details that will make budgeting much easier and fun to do. Choose one of the topics below to learn what EP can do for you:
Getting started
Tracking transactions
- Creating a transaction
- Listing recent transactions
- Listing and reports
- Editing a transaction
- Deleting a transaction
- Tracking uncleared
- Clearing / unclearing transactions
- Starring / unstarring transactions
Managing categories
Balance adjustment
Managing reimbursement
Scheduled transactions
- How does it work
- How to create a scheduled transaction
- Viewing incoming transactions
- Acknowledging an incoming transaction
- Ignoring an incoming transaction
- Budgeting a scheduled transaction
Multiple Books
Budgeting for next month
Budget notes
Budget amount history
Off-budget transactions / account
Overspending calculation
Tips and Tricks