Creating My Budget

• How do I create or update my budget?
• How do I add a budget category?
• Can I add a custom category?
• How can I create a custom category?
• How do I edit a custom category?
• How do I create a financial goal?

Managing My Budget

• How can I better understand my monthly cash flow?
• What is the 4-Step Plan on the MoneyWellth Learning+ simulation app?
• How do I categorize my transactions?
• What is included in my Recurring Transactions?
• What is a budget category rule?
• How do I setup a budget category rule?

See all 8 articles

Other Tools

• What types of educational resources does MoneyWellth Learning+ offer?
• What information can I find on the Insight Cards on my dashboard?
• How can I find my saved articles or courses?
• How do I search for a transaction?