Getting Started

Welcome to InstaBudget Knowledge Base.

If you have any questions that are not answered here, feel free to email me at [email protected].

Create a Budget

First thing you will need to create is a budget. This will contain all of the accounts that are considered under the same budget. You could create one for you and your partner, one for your side hustle, or anything, really.

Configuring a new Budget in InstaBudget.

The number format can be changed later and controls how dates and amounts will be displayed throughout InstaBudget.

The currency is the currency used for your budget. You can, however, have accounts in currencies different from the budget's currency.

Add an Account

Once you have set up your budget, you will need to add at least an account.

You can either have accounts that you manage manually or import transactions automatically from your bank.

Adding new account to InstaBudget

Name your account as you wish. The balance and date should correspond to your account's balance on that specific date.

The account type mostly matters for accounts that are considered liabilities meaning a loan or credit of sorts.

When you create a liability account, the opening balance will be considered an existing debt, which will show up in your budget. You can then overtime allocate income money to pay back this debt.