Finappsesdouble-entry, done right

Entries

Journal Entries Recurring Entries

Bank

Bank Inbox Bank Connections

File Imports

CSV Import Import OFX / QBO

Rules

Categorization Rules

Account

Billing & Plan Password Sign-in & security

Accounts

Getting Started Chart of Accounts

Books

Period Closing Data Export Audit Log Import History Reconciliation Online Payments

Create Budget

Set up a new spending plan

Budget Name

More options Monthly, Oct 1, 2026 to Oct 31, 2027

Description (optional)

Period Type

Funding Source

Funding Account

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.

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