How It Works

MyBudget makes it simple to track every dollar. Here's how to get started in six easy steps.

Step 1

Add Your Expenses

Record each expense with a date, amount, vendor, and category. Use the quick-add form or bulk import from Excel/CSV files you already have.

Step 2

Categorize Everything

Choose from 19 built-in categories like Housing, Transportation, Healthcare, and more. Categories are color-coded for quick visual identification across charts and tables.

Step 3

View Your Dashboard

See your spending at a glance: year-to-date totals, monthly trends, category breakdowns in pie charts, and recent transactions. Filter by month, year, or team member.

Step 4

Generate Reports

Dive deeper with monthly reports showing spending by category over the entire year. View data as tables, bar charts, and export to Excel for further analysis.

Step 5

Collaborate with Your Team

Create a Team or Family account and invite up to 4 members. Everyone shares the same financial data, and you can filter by member to see individual contributions.

Step 6

Stay Private & Secure

Your data is secure. MyBudget uses encrypted passwords, rate-limited authentication, and has no third-party tracking.