MoneyWellth Learning+ is a powerful budget simulation app designed to simplify the budgeting process and empower you to take control of your financial learning. To set up an effective budget on MoneyWellth Learning+, start by linking the sample accounts to simulate real banking interactions. Then, follow the steps below to set or update your monthly budget. MoneyWellth's budgeting tool starts on the first of each month.
Please note that you should always follow along with your classroom teacher's instructions.
Through the App:
- Tap the Budget tile on your dashboard.
- Update your monthly income and your savings target to begin your monthly budget (if needed). Tap Next.
- Update your monthly living expenses (if needed). Tap Next.
- Select more categories to budget for (Optional). Tap Save.
Note: We’ve improved our budgeting pages to highlight key insights. As you build your budget, MoneyWellth Learning+ shows you what you’ve spent in each category on average over the last six months (click the left arrow to view the previous three months). This helps you establish a realistic budget target. Don’t guess—review your spending and set a budget that reflects your actual expenses.
Through the Website:
- Log in to your MoneyWellth Learning+ account.
- Click on the Budget tile on your dashboard.
- Update your monthly income and your savings target to begin your monthly budget (if needed). Click Next.
- Update your monthly living expenses (if needed). Click Next.
- Select more categories to budget for (Optional). Click Save.
Note: We’ve improved our budgeting pages to highlight key insights. As you build your budget, MoneyWellth Learning+ shows you what you’ve spent in each category on average over the last six months (click the left arrow to view the previous three months). This helps you establish a realistic budget target. Don’t guess—review your spending and set a budget that reflects your actual expenses.