Budget and bank connections
See what came in and went out each month, set limits by category, and bring in transactions from a file or your bank.
Some of this is Plus The parts marked Plus need Ourstead Plus. What Plus includes.
During the beta
The budget, net worth and allowance are not open during the beta. Grown-ups who open Budget see a preview with invented numbers, and nothing in it is saved. This article describes how they work when they open.
Add entries and categories
- Open Budget from More.
- Tap New entry. Enter What was it, the Amount, when, and whether it was money out, money in or a transfer.
- Choose a Category, or leave it for a rule to fill in.
- Tap Add entry.
Add categories with a Monthly limit under Where it went, goals under Saving toward, and regular payments under Bills and subscriptions.
Bring in transactions from a file
Tap Import and choose a CSV or QFX file from your bank’s website. Match its columns, review it, and import. Duplicates are skipped, and you can undo an import.
Connect a bank (Plus)
With Plus, tap Connect a bank under Connected banks and sign in to your bank in its own window. Balances and transactions then arrive on their own, private to you until you share an account. Adding accounts yourself and importing files stay free.
Still stuck? Email support@ourstead.casa and say which device you use. A person reads every message.