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Create Budget
Set up a new spending plan
Budget Name
Description
(optional)
Period Type
Weekly — 52 periods per year
Bi-weekly — 26 periods per year, paycheck-aligned
Twice a Month — 24 periods per year (1st & 16th)
Monthly — 12 periods per year
Custom — You define the periods
Funding Source
Revenue (Income)
Asset Account
Credit / Loan
Funding Account
Select an account...
1000 — Assets
1010 — Business Checking
1020 — Business Savings
1050 — Stripe Clearing
1200 — Accounts Receivable
2000 — Liabilities
2010 — Credit Card
2200 — Sales Tax Payable
Start Date
End Date
Custom Periods
After creating the budget, you'll be able to add custom named periods (e.g., "Spring Break Trip", "Holiday Season") from the budget detail page.
Create Budget
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