Adding accounts to Budgetwise is simple - there are two main types of on-budget accounts, which affect your budget: Spending & Savings, and Credit Cards & Loans.

  • Spending & Savings - These accounts include any non-debt accounts that serve to store or move money and process transactions. For example, you could enter a checking account, savings account, an online merchant account like PayPal, and even gift cards.
  • Credit Cards & Loans - Reserved for any type of debt you may be managing as part of your budget. Things like credit cards, auto loans, or personal loans would belong here.

Adding a New Account

To add a new account, click the "+" to the right of Accounts in the sidebar.


Enter a name for your account, select the appropriate account type, and enter your starting balance.

Once finished, choose Save Account to finish adding the new account.

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