Setup checklist
Create your workspace, connect bank feeds, and learn how everyday logging works so you can trust your balances from day one.
Budget Buddy documentation hub
Explore articles, walkthroughs, and reference material for running your finances with Budget Buddy. Every page in this site reflects the live product: connect accounts, record transactions, automate savings, and understand your spending with confidence.
Start the onboarding tour →Jump in by topic
Track transactions
Master the ledger, import bank statements, and automate repeat entries. The guide mirrors the on-device flow step by step.
Understand the numbers
Learn how statistics, dashboards, and widgets translate raw data into actionable insights for every member of your household or team.
Automate budgeting
Configure rules, scheduled transfers, and subscription tracking to keep savings and bills on autopilot without losing oversight.
Operational playbooks
Adopt rituals, meeting agendas, and security habits that keep your budgeting muscle strong over the long term.
Support
Need a hand? The Budget Buddy team monitors every guide for feedback. Use the in-app help panel to suggest edits or request a new article.
Privacy
Screenshots and examples in this site rely on demo data. Never capture personal account numbers or customer details when creating new guides.
Documentation map
The knowledge base is organised like a Docusaurus site: each section in the sidebar maps to a folder under
public/docs. Write in Markdown or HTML—the build pipeline converts it automatically for Firebase
Hosting.
What you will find
- Release notes detailing every new automation, widget, and reporting enhancement.
- Feature guides for accounts, tags, bank imports, subscriptions, and currency management.
- Operational checklists for onboarding teammates and running monthly financial reviews.
- Security practices that cover backups, access controls, and audit exports.
Each article calls out prerequisites, highlights accessibility tips, and links to related workflows so readers can explore deeper without losing their place.
Product screens
Documentation is easier to follow with visuals. Capture the latest interfaces before publishing a guide and keep the neon frames for visual consistency across the site.
Ledger overview
Cashflow insights
Goals envelopes
Automation builder