To add a new budget category, start by setting up the financial accounts. Once set up, simply follow the steps below.
Through the App:
- Click on the Budget tile on your dashboard.
- Enter your monthly income and your savings target to begin your monthly budget (If an update is required, otherwise, you may skip it). Click Next.
- Enter your monthly living expenses (If an update is required; otherwise, you may skip). Click Next.
- Add more categories to budget for. Click Save.
Through the Website:
- Log in to your MoneyWellth Learning+ account.
- Click on the Budget tile on your dashboard.
- Enter your monthly income and your savings target to begin your monthly budget (If an update is required, otherwise, you may skip it). Click Next.
- Enter your monthly living expenses (If an update is required; otherwise, you may skip). Click Next.
- Add more categories to budget for. Click Save.