Create A Budget

Enter Actual Expenses & Income

View & Compare

After creating your budget you can take a look at charts to see where you are spending your money, share your budget with others, or test out different budget scenarios.

Welcome to the Budget Wizard

The Budget Wizard will help you easily create a monthly budget! If your income or expenses change, you can log in and make the updates. Or you can test your different budget scenarios and see what works best for you.

How It Works

The Budget Wizard will walk you through the steps to creating a monthly budget:

1. Enter in your income

2. Add all your expenses

3. Select your savings goals

Finally, you can login and update your budget with your actual expenses and income. Before you start creating your budget, it might be helpful to review your bank account and credit card statements in order to make a list of your monthly expenses and income.

Why Use The Budget Wizard

Creating a budget can often feel overwhelming, but the Budget Wizard makes it simple. It’s also free and easy to use! The Budget Wizard requires no personal account numbers and keeps all your information confidential.

Making a budget gives you the freedom to decide how you will spend your money. Many people find more money and less stress when they create a realistic budget and stick to it.