Budget Buddy
Playbooks

Best practices library

Use these playbooks to build healthy budgeting habits, keep shared finances transparent, and protect your data. Each checklist comes from real customer rituals that work across households, freelancers, and startup teams.

Frameworks we recommend

Every playbook below includes a short agenda, suggested cadence, and a pointer to the relevant Budget Buddy feature. Mix and match them to craft a routine that fits your goals.

  • Weekly cash review for individuals.
  • Monthly money meeting for couples or teams.
  • Quarterly planning focused on goals, debt, and savings.
  • Security audit to keep backups, access, and exports under control.

Individual weekly review

Set aside 15 minutes every Sunday to stay on top of your budget.

  1. Open the Transactions tab and ensure everything from the past week is logged.
  2. Tag new entries, archive receipts, and reconcile bank imports.
  3. Check your envelopes and goals—transfer money between them if priorities changed.
  4. Capture a quick reflection in the memo field of a journal transaction to note wins and adjustments.
Tip

Enable the Home Screen widget so spending trends greet you throughout the week.

Monthly team or household meeting

Gather everyone who shares the budget for 30 minutes. Share the Statistics dashboard on a screen so everyone sees the same numbers.

  1. Celebrate progress: highlight income growth, debt reduction, or completed goals.
  2. Review subscriptions and upcoming renewals; decide what to keep, cancel, or renegotiate.
  3. Agree on next month’s envelope amounts and automation rules.
  4. Capture follow-up tasks in your shared project tool or notes app.
Access control

Review member permissions quarterly. Grant edit access only to people actively managing transactions.

Security and compliance checklist

  • Run a manual backup before major imports or year-end reconciliations.
  • Confirm two-factor authentication is enabled on every connected bank and email account.
  • Export a quarterly audit file and store it in a secure vault with limited access.
  • Rotate shared passwords and remove former collaborators from the Members list.

Workshops templates

Use these templates to run guided sessions for your group or clients.

Monthly workshop agenda
Budget health checklist
  • Monthly workshop: slides that cover wins, challenges, and action items.
  • Budget health checklist: printable sheet covering backups, subscriptions, and automation.
  • Goal retrospective: form to reflect on milestones and reset targets for the next quarter.